Leeward Investments’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
346,897
-13,128
| -4% | -$394K | 0.55% | 75 |
|
|
2025
Q1 | $10.2M | Sell |
360,025
-15,638
| -4% | -$443K | 0.54% | 82 |
|
|
2024
Q4 | $11.1M | Sell |
375,663
-27,913
| -7% | -$824K | 0.55% | 78 |
|
|
2024
Q3 | $11.4M | Sell |
403,576
-1,366
| -0.3% | -$38.4K | 0.53% | 86 |
|
|
2024
Q2 | $9.24M | Buy |
404,942
+21,550
| +6% | +$492K | 0.42% | 116 |
|
|
2024
Q1 | $7.98M | Sell |
383,392
-16,460
| -4% | -$343K | 0.35% | 126 |
|
|
2023
Q4 | $8.81M | Sell |
399,852
-2,833
| -0.7% | -$62.4K | 0.41% | 117 |
|
|
2023
Q3 | $7M | Sell |
402,685
-31,187
| -7% | -$542K | 0.36% | 125 |
|
|
2023
Q2 | $7.84M | Sell |
433,872
-11,409
| -3% | -$206K | 0.37% | 126 |
|
|
2023
Q1 | $10.6M | Sell |
445,281
-22,170
| -5% | -$526K | 0.48% | 109 |
|
|
2022
Q4 | $12.2M | Sell |
467,451
-2,432
| -0.5% | -$63.5K | 0.54% | 93 |
|
|
2022
Q3 | $11M | Sell |
469,883
-9,036
| -2% | -$212K | 0.53% | 90 |
|
|
2022
Q2 | $12.2M | Sell |
478,919
-14,350
| -3% | -$365K | 0.56% | 80 |
|
|
2022
Q1 | $13.2M | Buy |
+493,269
| New | +$13.2M | 0.52% | 90 |
|