Martingale Asset Management’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
Q2 | $2.35M | Buy |
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|
2025
Q1 | $2.21M | Buy |
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|
2024
Q4 | $2.3M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $954K | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $2.66M | Sell |
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|
2020
Q1 | $2.89M | Sell |
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|
2019
Q4 | $6.13M | Buy |
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|
2019
Q3 | $4.85M | Buy |
|
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|
2019
Q2 | $2.81M | Sell |
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|
2019
Q1 | $2.8M | Buy |
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|
2018
Q4 | $806K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $204K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $276K | Sell |
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|
2016
Q1 | $297K | Sell |
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|
2015
Q4 | $781K | Sell |
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|
2015
Q3 | $719K | Sell |
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|
2015
Q2 | $864K | Sell |
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|
2015
Q1 | $971K | Sell |
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|
2014
Q4 | $996K | Sell |
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|
2014
Q3 | $953K | Sell |
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|
2014
Q2 | $1.06M | Hold |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $1.03M | Buy |
|