IA
Insight Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
11,750
-11,750
| -50% | -$353K | 0.06% | 190 |
|
|
2025
Q1 | $666K | Buy |
23,500
+11,750
| +100% | +$333K | 0.12% | 113 |
|
|
2024
Q4 | $348K | Sell |
11,750
-3,500
| -23% | -$104K | 0.06% | 196 |
|
|
2024
Q3 | $429K | Sell |
15,250
-1,000
| -6% | -$28.1K | 0.07% | 174 |
|
|
2024
Q2 | $371K | Hold |
16,250
| – | – | 0.07% | 198 |
|
|
2024
Q1 | $338K | Hold |
16,250
| – | – | 0.06% | 213 |
|
|
2023
Q4 | $358K | Hold |
16,250
| – | – | 0.08% | 189 |
|
|
2023
Q3 | $282K | Buy |
16,250
+250
| +2% | +$4.35K | 0.06% | 213 |
|
|
2023
Q2 | $289K | Hold |
16,000
| – | – | 0.06% | 220 |
|
|
2023
Q1 | $380K | Hold |
16,000
| – | – | 0.09% | 188 |
|
|
2022
Q4 | $417K | Hold |
16,000
| – | – | 0.15% | 192 |
|
|
2022
Q3 | $376K | Hold |
16,000
| – | – | 0.15% | 180 |
|
|
2022
Q2 | $403K | Hold |
16,000
| – | – | 0.14% | 189 |
|
|
2022
Q1 | $428K | Sell |
16,000
-2,000
| -11% | -$53.5K | 0.13% | 201 |
|
|
2021
Q4 | $539K | Hold |
18,000
| – | – | 0.16% | 159 |
|
|
2021
Q3 | $536K | Hold |
18,000
| – | – | 0.16% | 163 |
|
|
2021
Q2 | $481K | Hold |
18,000
| – | – | 0.15% | 179 |
|
|
2021
Q1 | $503K | Sell |
18,000
-5,912
| -25% | -$165K | 0.16% | 160 |
|
|
2020
Q4 | $492K | Buy |
+23,912
| New | +$492K | 0.19% | 141 |
|