PNC Financial Services Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $241K | Buy |
7,039
+31
| +0.4% | +$1.05K | ﹤0.01% | 2198 |
|
|
2025
Q4 | $229K | Buy |
7,008
+234
| +3% | +$7.33K | ﹤0.01% | 2200 |
|
|
2025
Q3 | $203K | Buy |
6,774
+1,040
| +18% | +$31.9K | ﹤0.01% | 2290 |
|
|
2025
Q2 | $172K | Sell |
5,734
-138
| -2% | -$4.02K | ﹤0.01% | 2308 |
|
|
2025
Q1 | $167K | Buy |
5,872
+1,076
| +22% | +$31.8K | ﹤0.01% | 2313 |
|
|
2024
Q4 | $142K | Buy |
4,796
+617
| +15% | +$18.3K | ﹤0.01% | 2450 |
|
|
2024
Q3 | $118K | Sell |
4,179
-196
| -4% | -$5.22K | ﹤0.01% | 2567 |
|
|
2024
Q2 | $99.9K | Buy |
4,375
+241
| +6% | +$5.09K | ﹤0.01% | 2633 |
|
|
2024
Q1 | $86.1K | Sell |
4,134
-147
| -3% | -$2.99K | ﹤0.01% | 2693 |
|
|
2023
Q4 | $94.3K | Buy |
4,281
+2,094
| +96% | +$39.2K | ﹤0.01% | 2655 |
|
|
2023
Q3 | $38K | Buy |
2,187
+38
| +2% | +$700 | ﹤0.01% | 3098 |
|
|
2023
Q2 | $38.9K | Sell |
2,149
-215
| -9% | -$4.21K | ﹤0.01% | 3204 |
|
|
2023
Q1 | $56.1K | Buy |
2,364
+66
| +3% | +$1.75K | ﹤0.01% | 2922 |
|
|
2022
Q4 | $60K | Sell |
2,298
-169
| -7% | -$4.53K | ﹤0.01% | 2868 |
|
|
2022
Q3 | $58K | Sell |
2,467
-626
| -20% | -$15.8K | ﹤0.01% | 2868 |
|
|
2022
Q2 | $77K | Buy |
3,093
+95
| +3% | +$2.44K | ﹤0.01% | 2748 |
|
|
2022
Q1 | $81K | Buy |
2,998
+383
| +15% | +$11.3K | ﹤0.01% | 2830 |
|
|
2021
Q4 | $77K | Buy |
2,615
+159
| +6% | +$4.62K | ﹤0.01% | 2863 |
|
|
2021
Q3 | $68K | Hold |
2,456
| – | – | ﹤0.01% | 2884 |
|
|
2021
Q2 | $66K | Buy |
2,456
+32
| +1% | +$899 | ﹤0.01% | 2894 |
|
|
2021
Q1 | $68K | Sell |
2,424
-6
| -0.2% | -$152 | ﹤0.01% | 2805 |
|
|
2020
Q4 | $49K | Sell |
2,430
-9
| -0.4% | -$161 | ﹤0.01% | 2908 |
|
|
2020
Q3 | $36K | Sell |
2,439
-6,422
| -72% | -$99.8K | ﹤0.01% | 2919 |
|
|
2020
Q2 | $144K | Buy |
8,861
+56
| +0.6% | +$898 | ﹤0.01% | 2116 |
|
|
2020
Q1 | $143K | Buy |
8,805
+431
| +5% | +$9.86K | ﹤0.01% | 2010 |
|
|
2019
Q4 | $225K | Buy |
8,374
+406
| +5% | +$10.5K | ﹤0.01% | 1993 |
|
|
2019
Q3 | $203K | Buy |
7,968
+389
| +5% | +$10.1K | ﹤0.01% | 2126 |
|
|
2019
Q2 | $200K | Buy |
7,579
+1,356
| +22% | +$34K | ﹤0.01% | 2162 |
|
|
2019
Q1 | $152K | Sell |
6,223
-6,817
| -52% | -$166K | ﹤0.01% | 2315 |
|
|
2018
Q4 | $281K | Buy |
13,040
+368
| +3% | +$8.95K | ﹤0.01% | 1864 |
|
|
2018
Q3 | $337K | Sell |
12,672
-5,069
| -29% | -$141K | ﹤0.01% | 1893 |
|
|
2018
Q2 | $487K | Sell |
17,741
-220
| -1% | -$6.31K | ﹤0.01% | 1670 |
|
|
2018
Q1 | $498K | Sell |
17,961
-714
| -4% | -$20K | ﹤0.01% | 1626 |
|
|
2017
Q4 | $523K | Buy |
18,675
+74
| +0.4% | +$2.19K | ﹤0.01% | 1618 |
|
|
2017
Q3 | $596K | Buy |
18,601
+95
| +0.5% | +$2.84K | ﹤0.01% | 1547 |
|
|
2017
Q2 | $554K | Buy |
18,506
+46
| +0.2% | +$1.32K | ﹤0.01% | 1570 |
|
|
2017
Q1 | $476K | Sell |
18,460
-2,920
| -14% | -$81.9K | ﹤0.01% | 1644 |
|
|
2016
Q4 | $660K | Buy |
21,380
+8,334
| +64% | +$222K | ﹤0.01% | 1453 |
|
|
2016
Q3 | $306K | Buy |
13,046
+11,613
| +810% | +$259K | ﹤0.01% | 1851 |
|
|
2016
Q2 | $29K | Sell |
1,433
-5
| -0.3% | -$99 | ﹤0.01% | 3095 |
|
|
2016
Q1 | $29K | Buy |
1,438
+505
| +54% | +$9.78K | ﹤0.01% | 3086 |
|
|
2015
Q4 | $19K | Sell |
933
-11,511
| -93% | -$233K | ﹤0.01% | 3333 |
|
|
2015
Q3 | $240K | Buy |
12,444
+4
| +0% | +$79 | ﹤0.01% | 2015 |
|
|
2015
Q2 | $254K | Buy |
12,440
+59
| +0.5% | +$1.16K | ﹤0.01% | 2065 |
|
|
2015
Q1 | $244K | Hold |
12,381
| – | – | ﹤0.01% | 2092 |
|
|
2014
Q4 | $250K | Buy |
12,381
+50
| +0.4% | +$992 | ﹤0.01% | 1944 |
|
|
2014
Q3 | $232K | Hold |
12,331
| – | – | ﹤0.01% | 1907 |
|
|
2014
Q2 | $254K | Sell |
12,331
-671
| -5% | -$13.4K | ﹤0.01% | 1783 |
|
|
2014
Q1 | $266K | Buy |
13,002
+154
| +1% | +$2.99K | ﹤0.01% | 1733 |
|
|
2013
Q4 | $265K | Buy |
12,848
+200
| +2% | +$3.99K | ﹤0.01% | 1732 |
|
|
2013
Q3 | $238K | Buy |
12,648
+11,250
| +805% | +$222K | ﹤0.01% | 1768 |
|
|
2013
Q2 | $26K | Buy |
+1,398
| New | +$24.8K | ﹤0.01% | 2646 |
|
Other funds holding UVSP
VCM
