Shell Asset Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q1 | $165K | Sell |
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|
2023
Q4 | $175K | Sell |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $191K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $509K | Sell |
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|
2020
Q4 | $369K | Buy |
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|
2020
Q3 | $172K | Hold |
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|
2020
Q2 | $193K | Sell |
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|
2020
Q1 | $198K | Sell |
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|
2019
Q4 | $329K | Sell |
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|
2019
Q3 | $321K | Buy |
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