Insight Advisors’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
Q2 | $353K | Sell |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $371K | Hold |
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $417K | Hold |
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|
2022
Q3 | $376K | Hold |
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|
2022
Q2 | $403K | Hold |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $539K | Hold |
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|
2021
Q3 | $536K | Hold |
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|
2021
Q2 | $481K | Hold |
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|
2021
Q1 | $503K | Sell |
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|
2020
Q4 | $492K | Buy |
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