SLG
Stanley-Laman Group’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
9,884
| – | – | 0.04% | 237 |
|
|
2025
Q1 | $280K | Hold |
9,884
| – | – | 0.04% | 240 |
|
|
2024
Q4 | $292K | Hold |
9,884
| – | – | 0.04% | 244 |
|
|
2024
Q3 | $278K | Hold |
9,884
| – | – | 0.04% | 245 |
|
|
2024
Q2 | $226K | Hold |
9,884
| – | – | 0.03% | 259 |
|
|
2024
Q1 | $206K | Hold |
9,884
| – | – | 0.03% | 245 |
|
|
2023
Q4 | $218K | Buy |
+9,884
| New | +$218K | 0.03% | 223 |
|
|
2017
Q1 | – | Sell |
-29,744
| Closed | -$919K | – | 287 |
|
|
2016
Q4 | $919K | Hold |
29,744
| – | – | 0.28% | 118 |
|
|
2016
Q3 | $695K | Sell |
29,744
-10,725
| -27% | -$251K | 0.28% | 125 |
|
|
2016
Q2 | $851K | Buy |
40,469
+3,108
| +8% | +$65.4K | 0.33% | 116 |
|
|
2016
Q1 | $729K | Buy |
37,361
+3,629
| +11% | +$70.8K | 0.14% | 147 |
|
|
2015
Q4 | $704K | Sell |
33,732
-720
| -2% | -$15K | 0.12% | 189 |
|
|
2015
Q3 | $662K | Buy |
34,452
+2,342
| +7% | +$45K | 0.13% | 167 |
|
|
2015
Q2 | $654K | Buy |
32,110
+4,400
| +16% | +$89.6K | 0.12% | 174 |
|
|
2015
Q1 | $548K | Buy |
27,710
+6,460
| +30% | +$128K | 0.1% | 207 |
|
|
2014
Q4 | $430K | Buy |
21,250
+1,050
| +5% | +$21.2K | 0.08% | 233 |
|
|
2014
Q3 | $379K | Buy |
20,200
+4,000
| +25% | +$75.1K | 0.07% | 225 |
|
|
2014
Q2 | $335K | Buy |
16,200
+3,100
| +24% | +$64.1K | 0.06% | 239 |
|
|
2014
Q1 | $269K | Buy |
+13,100
| New | +$269K | 0.05% | 278 |
|