J. Safra Asset Management’s Univest Financial UVSP Stock Holding History

J. Safra Asset Management’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10K	Sell
2025 Q1	$13.2K	Buy
2024 Q4	$13.1K	Buy
2024 Q3	$8.63K	Buy
2024 Q2	$799	Buy