Prudential Financial’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
92,405
+5,771
| +7% | +$173K | ﹤0.01% | 1223 |
|
|
2025
Q1 | $2.46M | Sell |
86,634
-86,390
| -50% | -$2.45M | ﹤0.01% | 1187 |
|
|
2024
Q4 | $5.11M | Buy |
173,024
+32,400
| +23% | +$956K | 0.01% | 868 |
|
|
2024
Q3 | $3.96M | Buy |
140,624
+15,400
| +12% | +$433K | 0.01% | 1087 |
|
|
2024
Q2 | $2.86M | Sell |
125,224
-2,400
| -2% | -$54.8K | ﹤0.01% | 1213 |
|
|
2024
Q1 | $2.66M | Buy |
127,624
+3,300
| +3% | +$68.7K | ﹤0.01% | 1275 |
|
|
2023
Q4 | $2.74M | Sell |
124,324
-55,510
| -31% | -$1.22M | ﹤0.01% | 1239 |
|
|
2023
Q3 | $3.13M | Buy |
179,834
+51,000
| +40% | +$886K | ﹤0.01% | 1122 |
|
|
2023
Q2 | $2.33M | Buy |
128,834
+25,600
| +25% | +$463K | ﹤0.01% | 1315 |
|
|
2023
Q1 | $2.45M | Buy |
103,234
+44,835
| +77% | +$1.06M | ﹤0.01% | 1205 |
|
|
2022
Q4 | $1.53M | Sell |
58,399
-4,200
| -7% | -$110K | ﹤0.01% | 1467 |
|
|
2022
Q3 | $1.47M | Sell |
62,599
-1,400
| -2% | -$32.9K | ﹤0.01% | 1528 |
|
|
2022
Q2 | $1.63M | Buy |
63,999
+33,200
| +108% | +$845K | ﹤0.01% | 1513 |
|
|
2022
Q1 | $825K | Sell |
30,799
-1,712
| -5% | -$45.9K | ﹤0.01% | 1972 |
|
|
2021
Q4 | $973K | Sell |
32,511
-896
| -3% | -$26.8K | ﹤0.01% | 1892 |
|
|
2021
Q3 | $915K | Sell |
33,407
-895
| -3% | -$24.5K | ﹤0.01% | 1851 |
|
|
2021
Q2 | $905K | Buy |
34,302
+171
| +0.5% | +$4.51K | ﹤0.01% | 1877 |
|
|
2021
Q1 | $976K | Buy |
34,131
+87
| +0.3% | +$2.49K | ﹤0.01% | 1845 |
|
|
2020
Q4 | $700K | Sell |
34,044
-650
| -2% | -$13.4K | ﹤0.01% | 1921 |
|
|
2020
Q3 | $499K | Sell |
34,694
-18,020
| -34% | -$259K | ﹤0.01% | 1963 |
|
|
2020
Q2 | $851K | Sell |
52,714
-26,355
| -33% | -$425K | ﹤0.01% | 1724 |
|
|
2020
Q1 | $1.29M | Sell |
79,069
-14,570
| -16% | -$238K | ﹤0.01% | 1574 |
|
|
2019
Q4 | $2.51M | Buy |
93,639
+10,140
| +12% | +$271K | ﹤0.01% | 1497 |
|
|
2019
Q3 | $2.13M | Buy |
83,499
+43,636
| +109% | +$1.11M | ﹤0.01% | 1553 |
|
|
2019
Q2 | $1.05M | Sell |
39,863
-7,520
| -16% | -$198K | ﹤0.01% | 1856 |
|
|
2019
Q1 | $1.16M | Sell |
47,383
-26,322
| -36% | -$644K | ﹤0.01% | 1819 |
|
|
2018
Q4 | $1.59M | Buy |
73,705
+18,787
| +34% | +$405K | ﹤0.01% | 1632 |
|
|
2018
Q3 | $1.45M | Buy |
54,918
+3,807
| +7% | +$101K | ﹤0.01% | 1750 |
|
|
2018
Q2 | $1.41M | Buy |
51,111
+18,540
| +57% | +$510K | ﹤0.01% | 1794 |
|
|
2018
Q1 | $902K | Buy |
32,571
+22,480
| +223% | +$623K | ﹤0.01% | 1877 |
|
|
2017
Q4 | $283K | Buy |
+10,091
| New | +$283K | ﹤0.01% | 2163 |
|
|
2017
Q1 | – | Sell |
-55,989
| Closed | -$1.73M | – | 2367 |
|
|
2016
Q4 | $1.73M | Sell |
55,989
-44,900
| -45% | -$1.39M | ﹤0.01% | 1612 |
|
|
2016
Q3 | $2.36M | Buy |
100,889
+13,355
| +15% | +$312K | ﹤0.01% | 1429 |
|
|
2016
Q2 | $1.84M | Buy |
87,534
+500
| +0.6% | +$10.5K | ﹤0.01% | 1597 |
|
|
2016
Q1 | $1.7M | Sell |
87,034
-10,000
| -10% | -$195K | ﹤0.01% | 1616 |
|
|
2015
Q4 | $2.02M | Sell |
97,034
-3,600
| -4% | -$75.1K | ﹤0.01% | 1504 |
|
|
2015
Q3 | $1.93M | Sell |
100,634
-1,600
| -2% | -$30.7K | ﹤0.01% | 1470 |
|
|
2015
Q2 | $2.08M | Sell |
102,234
-5,300
| -5% | -$108K | ﹤0.01% | 1547 |
|
|
2015
Q1 | $2.13M | Buy |
107,534
+41,088
| +62% | +$813K | ﹤0.01% | 1565 |
|
|
2014
Q4 | $1.35M | Buy |
66,446
+700
| +1% | +$14.2K | ﹤0.01% | 1634 |
|
|
2014
Q3 | $1.23M | Sell |
65,746
-2,693
| -4% | -$50.5K | ﹤0.01% | 1649 |
|
|
2014
Q2 | $1.42M | Buy |
68,439
+26,493
| +63% | +$549K | ﹤0.01% | 1685 |
|
|
2014
Q1 | $861K | Buy |
41,946
+7,500
| +22% | +$154K | ﹤0.01% | 1801 |
|
|
2013
Q4 | $712K | Buy |
34,446
+14,200
| +70% | +$294K | ﹤0.01% | 1863 |
|
|
2013
Q3 | $382K | Buy |
20,246
+1,500
| +8% | +$28.3K | ﹤0.01% | 2014 |
|
|
2013
Q2 | $357K | Buy |
+18,746
| New | +$357K | ﹤0.01% | 2023 |
|