Royce & Associates’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 | $3.95M | Hold |
131,336
| – | – | 0.04% | 502 |
|
|
2025
Q1 | $3.72M | Sell |
131,336
-51,115
| -28% | -$1.45M | 0.04% | 488 |
|
|
2024
Q4 | $5.38M | Sell |
182,451
-61,015
| -25% | -$1.8M | 0.05% | 461 |
|
|
2024
Q3 | $6.85M | Sell |
243,466
-27,258
| -10% | -$767K | 0.06% | 414 |
|
|
2024
Q2 | $6.18M | Sell |
270,724
-6,568
| -2% | -$150K | 0.06% | 433 |
|
|
2024
Q1 | $5.77M | Buy |
277,292
+69,451
| +33% | +$1.45M | 0.05% | 462 |
|
|
2023
Q4 | $4.58M | Buy |
+207,841
| New | +$4.58M | 0.04% | 509 |
|