Meeder Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8K | Buy |
+1,091
| New | +$32.8K | ﹤0.01% | 439 |
|
|
2022
Q4 | – | Sell |
-49
| Closed | -$1K | – | 1958 |
|
|
2022
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 2031 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 2527 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2302 |
|
|
2020
Q2 | – | Sell |
-2,811
| Closed | -$46K | – | 2487 |
|
|
2020
Q1 | $46K | Sell |
2,811
-9,400
| -77% | -$154K | ﹤0.01% | 944 |
|
|
2019
Q4 | $328K | Buy |
12,211
+3,393
| +38% | +$91.1K | 0.02% | 475 |
|
|
2019
Q3 | $225K | Buy |
8,818
+5,869
| +199% | +$150K | 0.02% | 576 |
|
|
2019
Q2 | $77K | Buy |
+2,949
| New | +$77K | 0.01% | 830 |
|
|
2018
Q1 | – | Sell |
-1,831
| Closed | -$51K | – | 1756 |
|
|
2017
Q4 | $51K | Buy |
1,831
+877
| +92% | +$24.4K | ﹤0.01% | 692 |
|
|
2017
Q3 | $31K | Buy |
+954
| New | +$31K | ﹤0.01% | 784 |
|
|
2017
Q2 | – | Sell |
-96
| Closed | -$2K | – | 1889 |
|
|
2017
Q1 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 1410 |
|