Smartleaf Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
37,049
-2,117
| -5% | -$64.8K | 0.1% | 230 |
|
|
2025
Q1 | $1.12M | Buy |
39,166
+9,811
| +33% | +$281K | 0.11% | 210 |
|
|
2024
Q4 | $870K | Sell |
29,355
-281
| -0.9% | -$8.32K | 0.09% | 242 |
|
|
2024
Q3 | $807K | Sell |
29,636
-615
| -2% | -$16.7K | 0.1% | 232 |
|
|
2024
Q2 | $672K | Buy |
30,251
+372
| +1% | +$8.26K | 0.11% | 209 |
|
|
2024
Q1 | $617K | Buy |
29,879
+2,859
| +11% | +$59K | 0.12% | 194 |
|
|
2023
Q4 | $603K | Buy |
+27,020
| New | +$603K | 0.16% | 137 |
|