JSAM
J. Safra Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Sell |
327
-138
| -30% | -$4.23K | ﹤0.01% | 264 |
|
|
2025
Q1 | $13.2K | Buy |
465
+24
| +5% | +$681 | ﹤0.01% | 231 |
|
|
2024
Q4 | $13.1K | Buy |
441
+124
| +39% | +$3.67K | ﹤0.01% | 281 |
|
|
2024
Q3 | $8.63K | Buy |
317
+282
| +806% | +$7.68K | ﹤0.01% | 252 |
|
|
2024
Q2 | $799 | Buy |
+35
| New | +$799 | ﹤0.01% | 261 |
|