Parallel 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
Q2 | $67.8K | Sell |
|
|||||
|
2025
Q1 | $64.4K | Sell |
|
|||||
|
2024
Q4 | $67.8K | Hold |
|
|||||
|
2024
Q3 | $64.7K | Buy |
|
|||||
|
2024
Q2 | $51.8K | Hold |
|
|||||
|
2024
Q1 | $47.3K | Hold |
|
|||||
|
2023
Q4 | $50K | Buy |
|
|||||
|
2023
Q3 | $9.68K | Sell |
|
|||||
|
2023
Q2 | $15.2K | Buy |
|
|||||
|
2023
Q1 | $13.2K | Buy |
|
|||||
|
2022
Q4 | $14K | Hold |
|
|||||
|
2022
Q3 | $13K | Sell |
|
|||||
|
2022
Q2 | $16K | Sell |
|
|||||
|
2022
Q1 | $19K | Sell |
|
|||||
|
2021
Q4 | $22K | Buy |
|
|||||
|
2021
Q3 | $19K | Sell |
|
|||||
|
2021
Q2 | $19K | Buy |
|
|||||
|
2021
Q1 | $17K | Buy |
|
|||||
|
2020
Q4 | $10K | Buy |
|
|||||
|
2020
Q3 | $6K | Sell |
|
|||||
|
2020
Q2 | $10K | Buy |
|
|||||
|
2019
Q1 | – | Hold |
|
|||||
|
2018
Q4 | – | Hold |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $5K | Buy |
|