Nisa Investment Advisors’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
Q3 | $30K | Hold |
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|
2025
Q2 | $30K | Buy |
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|
2025
Q1 | $28.1K | Hold |
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|
2024
Q4 | $29.2K | Hold |
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|
2024
Q3 | $27.9K | Hold |
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|
2024
Q2 | $22.6K | Hold |
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|
2024
Q1 | $20.6K | Hold |
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|
2023
Q4 | $21.8K | Sell |
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|
2023
Q3 | $60.7K | Sell |
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|
2023
Q2 | $63.5K | Buy |
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|
2023
Q1 | $82K | Sell |
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|
2022
Q4 | $98K | Hold |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $100K | Hold |
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|
2021
Q4 | $113K | Hold |
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|
2021
Q3 | $103 | Hold |
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|
2021
Q2 | $99 | Hold |
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|
2021
Q1 | $107 | Hold |
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|
2020
Q4 | $77K | Buy |
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|
2020
Q3 | $40K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $15K | Buy |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $38K | Hold |
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|
2017
Q3 | $43K | Hold |
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|
2017
Q2 | $40K | Sell |
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|
2017
Q1 | $40K | Sell |
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|
2016
Q4 | $91K | Hold |
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|
2016
Q3 | $69K | Buy |
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|
2016
Q2 | $42K | Hold |
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|
2016
Q1 | $39K | Buy |
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