Panagora Asset Management’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 | $1.28M | Sell |
42,763
-19
| -0% | -$571 | 0.01% | 580 |
|
|
2025
Q1 | $1.21M | Buy |
42,782
+19,352
| +83% | +$549K | 0.01% | 620 |
|
|
2024
Q4 | $691K | Buy |
+23,430
| New | +$691K | ﹤0.01% | 748 |
|
|
2021
Q2 | – | Sell |
-166
| Closed | -$5K | – | 2956 |
|
|
2021
Q1 | $5K | Hold |
166
| – | – | ﹤0.01% | 2596 |
|
|
2020
Q4 | $3K | Sell |
166
-1,368
| -89% | -$24.7K | ﹤0.01% | 2585 |
|
|
2020
Q3 | $22K | Sell |
1,534
-1,189
| -44% | -$17.1K | ﹤0.01% | 2184 |
|
|
2020
Q2 | $44K | Sell |
2,723
-30,602
| -92% | -$494K | ﹤0.01% | 2011 |
|
|
2020
Q1 | $544K | Buy |
33,325
+31,231
| +1,491% | +$510K | ﹤0.01% | 1084 |
|
|
2019
Q4 | $56K | Buy |
2,094
+905
| +76% | +$24.2K | ﹤0.01% | 1901 |
|
|
2019
Q3 | $30K | Buy |
1,189
+730
| +159% | +$18.4K | ﹤0.01% | 2034 |
|
|
2019
Q2 | $12K | Buy |
+459
| New | +$12K | ﹤0.01% | 2376 |
|
|
2016
Q1 | – | Sell |
-9,445
| Closed | -$197K | – | 2345 |
|
|
2015
Q4 | $197K | Hold |
9,445
| – | – | ﹤0.01% | 1595 |
|
|
2015
Q3 | $182K | Hold |
9,445
| – | – | ﹤0.01% | 1633 |
|
|
2015
Q2 | $192K | Hold |
9,445
| – | – | ﹤0.01% | 1701 |
|
|
2015
Q1 | $187K | Hold |
9,445
| – | – | ﹤0.01% | 1693 |
|
|
2014
Q4 | $191K | Hold |
9,445
| – | – | ﹤0.01% | 1637 |
|
|
2014
Q3 | $177K | Buy |
+9,445
| New | +$177K | ﹤0.01% | 1674 |
|