Raymond James & Associates’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.13M Buy
2024
Q2
$897K Buy
2024
Q1
$767K Buy
2023
Q4
$678K Buy
2023
Q3
$461K Buy
2023
Q2
$444K Buy
2023
Q1
$464K Buy
2022
Q4
$452K Buy
2022
Q3
$372K Buy
2022
Q2
$360K Buy
2022
Q1
$369K Buy