Girard Partners’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $594K | Hold |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $488K | Buy |
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|
2023
Q1 | $618K | Sell |
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|
2022
Q4 | $703K | Sell |
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|
2022
Q3 | $663K | Buy |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $809K | Sell |
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|
2021
Q3 | $780K | Sell |
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|
2021
Q2 | $875K | Buy |
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|
2021
Q1 | $873K | Buy |
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|
2020
Q4 | $441K | Sell |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $646K | Buy |
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|
2019
Q3 | $255K | Sell |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $351K | Sell |
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|
2018
Q2 | $740K | Buy |
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|
2018
Q1 | $744K | Buy |
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|
2017
Q4 | $745K | Buy |
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|
2017
Q3 | $694K | Buy |
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|
2017
Q2 | $634K | Sell |
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|
2017
Q1 | $652K | Buy |
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|
2016
Q4 | $558K | Buy |
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|
2016
Q3 | $232K | Buy |
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