Nisa Investment Advisors’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 | $30K | Buy |
999
+9
| +0.9% | +$270 | ﹤0.01% | 1753 |
|
|
2025
Q1 | $28.1K | Hold |
990
| – | – | ﹤0.01% | 1759 |
|
|
2024
Q4 | $29.2K | Hold |
990
| – | – | ﹤0.01% | 1818 |
|
|
2024
Q3 | $27.9K | Hold |
990
| – | – | ﹤0.01% | 1802 |
|
|
2024
Q2 | $22.6K | Hold |
990
| – | – | ﹤0.01% | 1902 |
|
|
2024
Q1 | $20.6K | Hold |
990
| – | – | ﹤0.01% | 1878 |
|
|
2023
Q4 | $21.8K | Sell |
990
-2,500
| -72% | -$55.1K | ﹤0.01% | 1856 |
|
|
2023
Q3 | $60.7K | Sell |
3,490
-23
| -0.7% | -$400 | ﹤0.01% | 1667 |
|
|
2023
Q2 | $63.5K | Buy |
3,513
+43
| +1% | +$777 | ﹤0.01% | 1665 |
|
|
2023
Q1 | $82K | Sell |
3,470
-280
| -7% | -$6.62K | ﹤0.01% | 1561 |
|
|
2022
Q4 | $98K | Hold |
3,750
| – | – | ﹤0.01% | 1566 |
|
|
2022
Q3 | $106K | Hold |
3,750
| – | – | ﹤0.01% | 1482 |
|
|
2022
Q2 | $95K | Hold |
3,750
| – | – | ﹤0.01% | 1529 |
|
|
2022
Q1 | $100K | Hold |
3,750
| – | – | ﹤0.01% | 1614 |
|
|
2021
Q4 | $113K | Hold |
3,750
| – | – | ﹤0.01% | 1472 |
|
|
2021
Q3 | $103 | Hold |
3,750
| – | – | ﹤0.01% | 1688 |
|
|
2021
Q2 | $99 | Hold |
3,750
| – | – | ﹤0.01% | 1702 |
|
|
2021
Q1 | $107 | Hold |
3,750
| – | – | ﹤0.01% | 1723 |
|
|
2020
Q4 | $77K | Buy |
3,750
+1,000
| +36% | +$20.5K | ﹤0.01% | 1851 |
|
|
2020
Q3 | $40K | Buy |
+2,750
| New | +$40K | ﹤0.01% | 1889 |
|
|
2019
Q3 | – | Sell |
-560
| Closed | -$15K | – | 2049 |
|
|
2019
Q2 | $15K | Hold |
560
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q1 | $14K | Hold |
560
| – | – | ﹤0.01% | 1673 |
|
|
2018
Q4 | $12K | Hold |
560
| – | – | ﹤0.01% | 1607 |
|
|
2018
Q3 | $15K | Hold |
560
| – | – | ﹤0.01% | 1605 |
|
|
2018
Q2 | $15K | Buy |
560
+530
| +1,767% | +$14.2K | ﹤0.01% | 1602 |
|
|
2018
Q1 | $1K | Sell |
30
-1,320
| -98% | -$44K | ﹤0.01% | 1859 |
|
|
2017
Q4 | $38K | Hold |
1,350
| – | – | ﹤0.01% | 1477 |
|
|
2017
Q3 | $43K | Hold |
1,350
| – | – | ﹤0.01% | 1461 |
|
|
2017
Q2 | $40K | Sell |
1,350
-180
| -12% | -$5.33K | ﹤0.01% | 1421 |
|
|
2017
Q1 | $40K | Sell |
1,530
-1,406
| -48% | -$36.8K | ﹤0.01% | 1450 |
|
|
2016
Q4 | $91K | Hold |
2,936
| – | – | ﹤0.01% | 1358 |
|
|
2016
Q3 | $69K | Buy |
2,936
+936
| +47% | +$22K | ﹤0.01% | 1374 |
|
|
2016
Q2 | $42K | Hold |
2,000
| – | – | ﹤0.01% | 1416 |
|
|
2016
Q1 | $39K | Buy |
+2,000
| New | +$39K | ﹤0.01% | 1426 |
|