SignatureFD’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
Q3 | $87.1K | Sell |
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|
2025
Q2 | $87.4K | Sell |
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|
2025
Q1 | $85.4K | Sell |
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|
2024
Q4 | $90.9K | Buy |
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|
2024
Q3 | $84.5K | Buy |
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|
2024
Q2 | $66.7K | Sell |
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|
2024
Q1 | $61.6K | Buy |
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|
2023
Q4 | $62.9K | Buy |
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|
2023
Q3 | $15.9K | Sell |
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|
2023
Q2 | $28.7K | Buy |
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|
2023
Q1 | $15.6K | Sell |
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|
2022
Q4 | $20.8K | Buy |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13K | Buy |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $12K | Buy |
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|
2020
Q4 | $8K | Sell |
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|
2020
Q3 | $10K | Sell |
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|
2020
Q2 | $19K | Buy |
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|
2020
Q1 | $4K | Buy |
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