Osaic Holdings’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 | $3.66K | Sell |
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|
2025
Q2 | $91.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $24.3K | Sell |
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|
2023
Q2 | $26.9K | Sell |
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|
2023
Q1 | $80.7K | Buy |
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|
2022
Q4 | $87K | Buy |
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|
2022
Q3 | $76K | Buy |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $23K | Sell |
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|
2021
Q2 | $24K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $17K | Sell |
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|
2020
Q3 | $24K | Buy |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $10K | Buy |
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