International Assets Investment Management’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
$1.7K Buy
2024
Q4
Sell
2024
Q3
$52 Buy
2024
Q2
$1.19K Buy
2023
Q2
Sell
2023
Q1
$1.23K Buy