Goldman Sachs’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.3M | Sell |
358,710
-20,969
| -6% | -$709K | ﹤0.01% | 2878 |
|
|
2025
Q4 | $12.4M | Buy |
379,679
+104,516
| +38% | +$3.27M | ﹤0.01% | 2867 |
|
|
2025
Q3 | $8.26M | Buy |
275,163
+77,215
| +39% | +$2.37M | ﹤0.01% | 3154 |
|
|
2025
Q2 | $5.95M | Sell |
197,948
-26,293
| -12% | -$765K | ﹤0.01% | 3241 |
|
|
2025
Q1 | $6.36M | Sell |
224,241
-44,091
| -16% | -$1.3M | ﹤0.01% | 3121 |
|
|
2024
Q4 | $7.92M | Sell |
268,332
-8,133
| -3% | -$242K | ﹤0.01% | 3015 |
|
|
2024
Q3 | $7.78M | Buy |
276,465
+52,524
| +23% | +$1.4M | ﹤0.01% | 2954 |
|
|
2024
Q2 | $5.11M | Buy |
223,941
+10,208
| +5% | +$216K | ﹤0.01% | 3129 |
|
|
2024
Q1 | $4.45M | Sell |
213,733
-1,392
| -0.6% | -$28.3K | ﹤0.01% | 3202 |
|
|
2023
Q4 | $4.74M | Sell |
215,125
-941
| -0.4% | -$17.6K | ﹤0.01% | 3202 |
|
|
2023
Q3 | $3.76M | Buy |
216,066
+3,432
| +2% | +$63.2K | ﹤0.01% | 3245 |
|
|
2023
Q2 | $3.84M | Buy |
212,634
+12,822
| +6% | +$251K | ﹤0.01% | 3332 |
|
|
2023
Q1 | $4.74M | Buy |
199,812
+6,483
| +3% | +$172K | ﹤0.01% | 3115 |
|
|
2022
Q4 | $5.05M | Sell |
193,329
-2,833
| -1% | -$76K | ﹤0.01% | 3155 |
|
|
2022
Q3 | $4.61M | Sell |
196,162
-7,130
| -4% | -$180K | ﹤0.01% | 3200 |
|
|
2022
Q2 | $5.17M | Sell |
203,292
-14,815
| -7% | -$380K | ﹤0.01% | 3098 |
|
|
2022
Q1 | $5.84M | Buy |
218,107
+20,462
| +10% | +$601K | ﹤0.01% | 3214 |
|
|
2021
Q4 | $5.91M | Sell |
197,645
-3,159
| -2% | -$91.9K | ﹤0.01% | 3246 |
|
|
2021
Q3 | $5.5M | Sell |
200,804
-19,816
| -9% | -$532K | ﹤0.01% | 3281 |
|
|
2021
Q2 | $5.82M | Buy |
220,620
+11,778
| +6% | +$331K | ﹤0.01% | 3196 |
|
|
2021
Q1 | $5.97M | Buy |
208,842
+49,581
| +31% | +$1.26M | ﹤0.01% | 2975 |
|
|
2020
Q4 | $3.28M | Sell |
159,261
-23,570
| -13% | -$423K | ﹤0.01% | 3350 |
|
|
2020
Q3 | $2.63M | Buy |
182,831
+40,704
| +29% | +$633K | ﹤0.01% | 3369 |
|
|
2020
Q2 | $2.29M | Buy |
142,127
+6,584
| +5% | +$106K | ﹤0.01% | 3362 |
|
|
2020
Q1 | $2.21M | Sell |
135,543
-65,419
| -33% | -$1.5M | ﹤0.01% | 3229 |
|
|
2019
Q4 | $5.38M | Buy |
200,962
+39,493
| +24% | +$1.02M | ﹤0.01% | 2900 |
|
|
2019
Q3 | $4.12M | Buy |
161,469
+3,618
| +2% | +$93.6K | ﹤0.01% | 3006 |
|
|
2019
Q2 | $4.14M | Buy |
157,851
+40,770
| +35% | +$1.02M | ﹤0.01% | 2980 |
|
|
2019
Q1 | $2.86M | Buy |
117,081
+45,777
| +64% | +$1.12M | ﹤0.01% | 3366 |
|
|
2018
Q4 | $1.54M | Buy |
71,304
+40,104
| +129% | +$975K | ﹤0.01% | 3695 |
|
|
2018
Q3 | $825K | Buy |
31,200
+9,804
| +46% | +$273K | ﹤0.01% | 4158 |
|
|
2018
Q2 | $588K | Sell |
21,396
-6,691
| -24% | -$192K | ﹤0.01% | 4414 |
|
|
2018
Q1 | $778K | Buy |
28,087
+18,919
| +206% | +$530K | ﹤0.01% | 4210 |
|
|
2017
Q4 | $257K | Buy |
9,168
+2,166
| +31% | +$64.1K | ﹤0.01% | 5272 |
|
|
2017
Q3 | $224K | Buy |
+7,002
| New | +$209K | ﹤0.01% | 5685 |
|
|
2017
Q2 | – | Sell |
-13,428
| Closed | -$348K | – | 6987 |
|
|
2017
Q1 | $348K | Buy |
13,428
+1,761
| +15% | +$49.4K | ﹤0.01% | 5335 |
|
|
2016
Q4 | $361K | Sell |
11,667
-21,666
| -65% | -$578K | ﹤0.01% | 5335 |
|
|
2016
Q3 | $779K | Buy |
33,333
+20,077
| +151% | +$448K | ﹤0.01% | 4637 |
|
|
2016
Q2 | $279K | Buy |
+13,256
| New | +$264K | ﹤0.01% | 5402 |
|
|
2014
Q1 | – | Sell |
-25,303
| Closed | -$523K | – | 6939 |
|
|
2013
Q4 | $523K | Sell |
25,303
-4,773
| -16% | -$95.1K | ﹤0.01% | 5263 |
|
|
2013
Q3 | $567K | Sell |
30,076
-1,164
| -4% | -$23K | ﹤0.01% | 5071 |
|
|
2013
Q2 | $596K | Buy |
+31,240
| New | +$554K | ﹤0.01% | 4794 |
|
Other funds holding UVSP
VCM
