Lazard Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,201
| Closed | -$20K | – | 2497 |
|
|
2023
Q3 | $20K | Hold |
1,201
| – | – | ﹤0.01% | 2102 |
|
|
2023
Q2 | $21K | Hold |
1,201
| – | – | ﹤0.01% | 2091 |
|
|
2023
Q1 | $28K | Buy |
+1,201
| New | +$28K | ﹤0.01% | 1971 |
|
|
2022
Q1 | – | Sell |
-917
| Closed | -$27K | – | 2551 |
|
|
2021
Q4 | $27K | Hold |
917
| – | – | ﹤0.01% | 1976 |
|
|
2021
Q3 | $25K | Buy |
+917
| New | +$25K | ﹤0.01% | 1977 |
|
|
2020
Q1 | – | Sell |
-694
| Closed | -$18K | – | 1768 |
|
|
2019
Q4 | $18K | Buy |
694
+641
| +1,209% | +$16.6K | ﹤0.01% | 1262 |
|
|
2019
Q3 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 1445 |
|