Parallel Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8K | Sell |
2,258
-13
| -0.6% | -$391 | ﹤0.01% | 1560 |
|
|
2025
Q1 | $64.4K | Sell |
2,271
-27
| -1% | -$766 | ﹤0.01% | 1489 |
|
|
2024
Q4 | $67.8K | Hold |
2,298
| – | – | ﹤0.01% | 1461 |
|
|
2024
Q3 | $64.7K | Buy |
2,298
+27
| +1% | +$760 | ﹤0.01% | 1469 |
|
|
2024
Q2 | $51.8K | Hold |
2,271
| – | – | ﹤0.01% | 1494 |
|
|
2024
Q1 | $47.3K | Hold |
2,271
| – | – | ﹤0.01% | 1524 |
|
|
2023
Q4 | $50K | Buy |
2,271
+1,714
| +308% | +$37.8K | ﹤0.01% | 1434 |
|
|
2023
Q3 | $9.68K | Sell |
557
-284
| -34% | -$4.94K | ﹤0.01% | 2215 |
|
|
2023
Q2 | $15.2K | Buy |
841
+284
| +51% | +$5.14K | ﹤0.01% | 1977 |
|
|
2023
Q1 | $13.2K | Buy |
557
+22
| +4% | +$522 | ﹤0.01% | 2025 |
|
|
2022
Q4 | $14K | Hold |
535
| – | – | ﹤0.01% | 1883 |
|
|
2022
Q3 | $13K | Sell |
535
-83
| -13% | -$2.02K | ﹤0.01% | 1878 |
|
|
2022
Q2 | $16K | Sell |
618
-86
| -12% | -$2.23K | ﹤0.01% | 1762 |
|
|
2022
Q1 | $19K | Sell |
704
-45
| -6% | -$1.21K | ﹤0.01% | 1746 |
|
|
2021
Q4 | $22K | Buy |
749
+61
| +9% | +$1.79K | ﹤0.01% | 1728 |
|
|
2021
Q3 | $19K | Sell |
688
-17
| -2% | -$469 | ﹤0.01% | 1755 |
|
|
2021
Q2 | $19K | Buy |
705
+126
| +22% | +$3.4K | ﹤0.01% | 1704 |
|
|
2021
Q1 | $17K | Buy |
579
+115
| +25% | +$3.38K | ﹤0.01% | 1662 |
|
|
2020
Q4 | $10K | Buy |
464
+52
| +13% | +$1.12K | ﹤0.01% | 1778 |
|
|
2020
Q3 | $6K | Sell |
412
-267
| -39% | -$3.89K | ﹤0.01% | 1951 |
|
|
2020
Q2 | $10K | Buy |
+679
| New | +$10K | ﹤0.01% | 1723 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2405 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2310 |
|
|
2018
Q3 | – | Sell |
-215
| Closed | -$5K | – | 2304 |
|
|
2018
Q2 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 1620 |
|