Principal Financial Group’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
+20,176
| New | +$606K | ﹤0.01% | 1963 |
|
|
2021
Q2 | – | Sell |
-21,537
| Closed | -$616K | – | 2652 |
|
|
2021
Q1 | $616K | Buy |
21,537
+1,641
| +8% | +$46.9K | ﹤0.01% | 2102 |
|
|
2020
Q4 | $409K | Sell |
19,896
-3,626
| -15% | -$74.5K | ﹤0.01% | 2165 |
|
|
2020
Q3 | $338K | Buy |
23,522
+11,076
| +89% | +$159K | ﹤0.01% | 2108 |
|
|
2020
Q2 | $201K | Buy |
12,446
+993
| +9% | +$16K | ﹤0.01% | 2188 |
|
|
2020
Q1 | $187K | Buy |
11,453
+47
| +0.4% | +$767 | ﹤0.01% | 2072 |
|
|
2019
Q4 | $305K | Buy |
+11,406
| New | +$305K | ﹤0.01% | 2051 |
|
|
2017
Q2 | – | Sell |
-10,367
| Closed | -$269K | – | 2291 |
|
|
2017
Q1 | $269K | Hold |
10,367
| – | – | ﹤0.01% | 2035 |
|
|
2016
Q4 | $320K | Buy |
+10,367
| New | +$320K | ﹤0.01% | 1998 |
|