Rothschild Investment LLC’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4K | Buy |
80
+25
| +45% | +$751 | ﹤0.01% | 1943 |
|
|
2025
Q1 | $1.56K | Buy |
55
+20
| +57% | +$567 | ﹤0.01% | 2055 |
|
|
2024
Q4 | $1.03K | Sell |
35
-10
| -22% | -$295 | ﹤0.01% | 2200 |
|
|
2024
Q3 | $1.27K | Buy |
45
+30
| +200% | +$844 | ﹤0.01% | 1993 |
|
|
2024
Q2 | $342 | Buy |
15
+10
| +200% | +$228 | ﹤0.01% | 2231 |
|
|
2024
Q1 | $104 | Buy |
+5
| New | +$104 | ﹤0.01% | 2198 |
|