Stanley-Laman Group’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 | $297K | Hold |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $218K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $919K | Hold |
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|
2016
Q3 | $695K | Sell |
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|
2016
Q2 | $851K | Buy |
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|
2016
Q1 | $729K | Buy |
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|
2015
Q4 | $704K | Sell |
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|
2015
Q3 | $662K | Buy |
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|
2015
Q2 | $654K | Buy |
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|
2015
Q1 | $548K | Buy |
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|
2014
Q4 | $430K | Buy |
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|
2014
Q3 | $379K | Buy |
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|
2014
Q2 | $335K | Buy |
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|
2014
Q1 | $269K | Buy |
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