HSBC Holdings’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $484K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $674K | Buy |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | $488K | Buy |
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|
2020
Q1 | $164K | Buy |
|