IVC Wealth 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
Q3
$1.2M Hold
2025
Q2
$1.2M Hold
2025
Q1
$1.14M Hold
2024
Q4
$1.18M Hold
2024
Q3
$1.13M Hold
2024
Q2
$916K Sell
2024
Q1
$840K Sell
2023
Q4
$897K Sell
2023
Q3
$712K Hold
2023
Q2
$741K Buy
2023
Q1
$967K Buy
2022
Q4
$1.06M Buy
2022
Q3
$884K Buy
2022
Q2
$953K Sell
2022
Q1
$1.09M Hold
2021
Q4
$1.22M Sell
2021
Q3
$1.22M Sell
2021
Q2
$1.2M Hold
2021
Q1
$1.3M Sell
2020
Q4
$977K Buy