Morgan Stanley’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 | $8.14M | Buy |
270,950
+45,274
| +20% | +$1.36M | ﹤0.01% | 3630 |
|
|
2025
Q1 | $6.4M | Sell |
225,676
-90,223
| -29% | -$2.56M | ﹤0.01% | 3715 |
|
|
2024
Q4 | $9.32M | Buy |
315,899
+2,528
| +0.8% | +$74.6K | ﹤0.01% | 3468 |
|
|
2024
Q3 | $8.82M | Buy |
313,371
+83,634
| +36% | +$2.35M | ﹤0.01% | 3528 |
|
|
2024
Q2 | $5.24M | Buy |
229,737
+9,609
| +4% | +$219K | ﹤0.01% | 3832 |
|
|
2024
Q1 | $4.58M | Sell |
220,128
-329,634
| -60% | -$6.86M | ﹤0.01% | 3976 |
|
|
2023
Q4 | $12.1M | Buy |
549,762
+354,133
| +181% | +$7.8M | ﹤0.01% | 3759 |
|
|
2023
Q3 | $3.4M | Sell |
195,629
-22,840
| -10% | -$397K | ﹤0.01% | 4008 |
|
|
2023
Q2 | $3.95M | Sell |
218,469
-47,690
| -18% | -$862K | ﹤0.01% | 3945 |
|
|
2023
Q1 | $6.32M | Sell |
266,159
-1,497
| -0.6% | -$35.5K | ﹤0.01% | 3578 |
|
|
2022
Q4 | $6.99M | Buy |
267,656
+3,521
| +1% | +$92K | ﹤0.01% | 3435 |
|
|
2022
Q3 | $6.2M | Sell |
264,135
-30,922
| -10% | -$726K | ﹤0.01% | 3488 |
|
|
2022
Q2 | $7.51M | Buy |
295,057
+244,208
| +480% | +$6.21M | ﹤0.01% | 3374 |
|
|
2022
Q1 | $1.36M | Sell |
50,849
-3,751
| -7% | -$100K | ﹤0.01% | 4781 |
|
|
2021
Q4 | $1.63M | Buy |
54,600
+11,016
| +25% | +$329K | ﹤0.01% | 4732 |
|
|
2021
Q3 | $1.19M | Buy |
43,584
+10,378
| +31% | +$284K | ﹤0.01% | 4937 |
|
|
2021
Q2 | $876K | Buy |
33,206
+24,243
| +270% | +$640K | ﹤0.01% | 5162 |
|
|
2021
Q1 | $256K | Sell |
8,963
-30,952
| -78% | -$884K | ﹤0.01% | 5511 |
|
|
2020
Q4 | $821K | Buy |
39,915
+4,980
| +14% | +$102K | ﹤0.01% | 4775 |
|
|
2020
Q3 | $502K | Buy |
34,935
+7,010
| +25% | +$101K | ﹤0.01% | 4644 |
|
|
2020
Q2 | $452K | Buy |
27,925
+18,572
| +199% | +$301K | ﹤0.01% | 4652 |
|
|
2020
Q1 | $152K | Sell |
9,353
-57,576
| -86% | -$936K | ﹤0.01% | 4996 |
|
|
2019
Q4 | $1.79M | Buy |
66,929
+46,623
| +230% | +$1.25M | ﹤0.01% | 4120 |
|
|
2019
Q3 | $518K | Sell |
20,306
-16,848
| -45% | -$430K | ﹤0.01% | 4670 |
|
|
2019
Q2 | $976K | Sell |
37,154
-185,469
| -83% | -$4.87M | ﹤0.01% | 4236 |
|
|
2019
Q1 | $5.45M | Sell |
222,623
-9,928
| -4% | -$243K | ﹤0.01% | 2618 |
|
|
2018
Q4 | $5.02M | Buy |
232,551
+179,552
| +339% | +$3.87M | ﹤0.01% | 2903 |
|
|
2018
Q3 | $1.4M | Sell |
52,999
-26,514
| -33% | -$701K | ﹤0.01% | 4280 |
|
|
2018
Q2 | $2.19M | Buy |
79,513
+2,842
| +4% | +$78.2K | ﹤0.01% | 3993 |
|
|
2018
Q1 | $2.12M | Buy |
76,671
+9,494
| +14% | +$263K | ﹤0.01% | 3956 |
|
|
2017
Q4 | $1.89M | Buy |
67,177
+30,198
| +82% | +$847K | ﹤0.01% | 4079 |
|
|
2017
Q3 | $1.18M | Buy |
36,979
+7,587
| +26% | +$243K | ﹤0.01% | 4323 |
|
|
2017
Q2 | $880K | Sell |
29,392
-9,845
| -25% | -$295K | ﹤0.01% | 4466 |
|
|
2017
Q1 | $1.02M | Sell |
39,237
-39,140
| -50% | -$1.01M | ﹤0.01% | 4370 |
|
|
2016
Q4 | $2.42M | Buy |
78,377
+65,974
| +532% | +$2.04M | ﹤0.01% | 3766 |
|
|
2016
Q3 | $290K | Buy |
12,403
+4,655
| +60% | +$109K | ﹤0.01% | 4825 |
|
|
2016
Q2 | $163K | Sell |
7,748
-35,883
| -82% | -$755K | ﹤0.01% | 5033 |
|
|
2016
Q1 | $852K | Buy |
43,631
+41,858
| +2,361% | +$817K | ﹤0.01% | 4073 |
|
|
2015
Q4 | $37K | Sell |
1,773
-15,224
| -90% | -$318K | ﹤0.01% | 5826 |
|
|
2015
Q3 | $327K | Buy |
16,997
+14,971
| +739% | +$288K | ﹤0.01% | 4841 |
|
|
2015
Q2 | $41K | Sell |
2,026
-24,352
| -92% | -$493K | ﹤0.01% | 5925 |
|
|
2015
Q1 | $522K | Sell |
26,378
-10,562
| -29% | -$209K | ﹤0.01% | 4625 |
|
|
2014
Q4 | $748K | Buy |
36,940
+17,179
| +87% | +$348K | ﹤0.01% | 4365 |
|
|
2014
Q3 | $371K | Sell |
19,761
-15,429
| -44% | -$290K | ﹤0.01% | 4774 |
|
|
2014
Q2 | $728K | Sell |
35,190
-27,881
| -44% | -$577K | ﹤0.01% | 4303 |
|
|
2014
Q1 | $1.29M | Buy |
63,071
+3,243
| +5% | +$66.5K | ﹤0.01% | 3783 |
|
|
2013
Q4 | $1.24M | Buy |
59,828
+23,301
| +64% | +$482K | ﹤0.01% | 3754 |
|
|
2013
Q3 | $689K | Sell |
36,527
-17,285
| -32% | -$326K | ﹤0.01% | 4098 |
|
|
2013
Q2 | $1.03M | Buy |
+53,812
| New | +$1.03M | ﹤0.01% | 3707 |
|