Principal Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $606K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $616K | Buy |
|
|||||
|
2020
Q4 | $409K | Sell |
|
|||||
|
2020
Q3 | $338K | Buy |
|
|||||
|
2020
Q2 | $201K | Buy |
|
|||||
|
2020
Q1 | $187K | Buy |
|
|||||
|
2019
Q4 | $305K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $269K | Hold |
|
|||||
|
2016
Q4 | $320K | Buy |
|