Swiss National Bank’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
55,378
-900
| -2% | -$27K | ﹤0.01% | 1903 |
|
|
2025
Q1 | $1.6M | Sell |
56,278
-800
| -1% | -$22.7K | ﹤0.01% | 1893 |
|
|
2024
Q4 | $1.68M | Hold |
57,078
| – | – | ﹤0.01% | 1950 |
|
|
2024
Q3 | $1.61M | Sell |
57,078
-1,000
| -2% | -$28.1K | ﹤0.01% | 1985 |
|
|
2024
Q2 | $1.33M | Hold |
58,078
| – | – | ﹤0.01% | 2027 |
|
|
2024
Q1 | $1.21M | Hold |
58,078
| – | – | ﹤0.01% | 2124 |
|
|
2023
Q4 | $1.28M | Sell |
58,078
-6,700
| -10% | -$148K | ﹤0.01% | 2109 |
|
|
2023
Q3 | $1.13M | Buy |
64,778
+1,700
| +3% | +$29.5K | ﹤0.01% | 2176 |
|
|
2023
Q2 | $1.14M | Hold |
63,078
| – | – | ﹤0.01% | 2220 |
|
|
2023
Q1 | $1.5M | Sell |
63,078
-7,800
| -11% | -$185K | ﹤0.01% | 2022 |
|
|
2022
Q4 | $1.85M | Buy |
70,878
+1,200
| +2% | +$31.4K | ﹤0.01% | 1943 |
|
|
2022
Q3 | $1.64M | Hold |
69,678
| – | – | ﹤0.01% | 2009 |
|
|
2022
Q2 | $1.77M | Hold |
69,678
| – | – | ﹤0.01% | 2005 |
|
|
2022
Q1 | $1.87M | Buy |
69,678
+5,100
| +8% | +$137K | ﹤0.01% | 2075 |
|
|
2021
Q4 | $1.93M | Hold |
64,578
| – | – | ﹤0.01% | 2085 |
|
|
2021
Q3 | $1.77M | Hold |
64,578
| – | – | ﹤0.01% | 2133 |
|
|
2021
Q2 | $1.7M | Sell |
64,578
-2,300
| -3% | -$60.7K | ﹤0.01% | 2212 |
|
|
2021
Q1 | $1.91M | Buy |
66,878
+1,400
| +2% | +$40K | ﹤0.01% | 2033 |
|
|
2020
Q4 | $1.35M | Hold |
65,478
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q3 | $941K | Hold |
65,478
| – | – | ﹤0.01% | 2117 |
|
|
2020
Q2 | $1.06M | Buy |
65,478
+8,600
| +15% | +$139K | ﹤0.01% | 2069 |
|
|
2020
Q1 | $928K | Buy |
56,878
+800
| +1% | +$13.1K | ﹤0.01% | 1870 |
|
|
2019
Q4 | $1.5M | Buy |
56,078
+1,600
| +3% | +$42.9K | ﹤0.01% | 1895 |
|
|
2019
Q3 | $1.39M | Hold |
54,478
| – | – | ﹤0.01% | 1877 |
|
|
2019
Q2 | $1.43M | Buy |
54,478
+1,000
| +2% | +$26.3K | ﹤0.01% | 1908 |
|
|
2019
Q1 | $1.31M | Buy |
53,478
+1,500
| +3% | +$36.7K | ﹤0.01% | 1922 |
|
|
2018
Q4 | $1.12M | Buy |
51,978
+1,700
| +3% | +$36.7K | ﹤0.01% | 1937 |
|
|
2018
Q3 | $1.33M | Hold |
50,278
| – | – | ﹤0.01% | 1983 |
|
|
2018
Q2 | $1.38M | Hold |
50,278
| – | – | ﹤0.01% | 1962 |
|
|
2018
Q1 | $1.39M | Hold |
50,278
| – | – | ﹤0.01% | 1882 |
|
|
2017
Q4 | $1.41M | Buy |
50,278
+6,000
| +14% | +$168K | ﹤0.01% | 1876 |
|
|
2017
Q3 | $1.42M | Hold |
44,278
| – | – | ﹤0.01% | 1843 |
|
|
2017
Q2 | $1.33M | Buy |
44,278
+3,600
| +9% | +$108K | ﹤0.01% | 1862 |
|
|
2017
Q1 | $1.05M | Hold |
40,678
| – | – | ﹤0.01% | 1995 |
|
|
2016
Q4 | $1.26M | Hold |
40,678
| – | – | ﹤0.01% | 1872 |
|
|
2016
Q3 | $950K | Hold |
40,678
| – | – | ﹤0.01% | 1998 |
|
|
2016
Q2 | $855K | Buy |
40,678
+7,700
| +23% | +$162K | ﹤0.01% | 2055 |
|
|
2016
Q1 | $622K | Buy |
32,978
+12,300
| +59% | +$232K | ﹤0.01% | 2188 |
|
|
2015
Q4 | $431K | Hold |
20,678
| – | – | ﹤0.01% | 2338 |
|
|
2015
Q3 | $397K | Buy |
20,678
+3,000
| +17% | +$57.6K | ﹤0.01% | 2297 |
|
|
2015
Q2 | $360K | Buy |
17,678
+2,900
| +20% | +$59.1K | ﹤0.01% | 2377 |
|
|
2015
Q1 | $292K | Buy |
14,778
+1,600
| +12% | +$31.6K | ﹤0.01% | 2399 |
|
|
2014
Q4 | $267K | Hold |
13,178
| – | – | ﹤0.01% | 2434 |
|
|
2014
Q3 | $247K | Hold |
13,178
| – | – | ﹤0.01% | 2388 |
|
|
2014
Q2 | $273K | Hold |
13,178
| – | – | ﹤0.01% | 2415 |
|
|
2014
Q1 | $270K | Buy |
13,178
+2,700
| +26% | +$55.3K | ﹤0.01% | 2355 |
|
|
2013
Q4 | $217K | Hold |
10,478
| – | – | ﹤0.01% | 2373 |
|
|
2013
Q3 | $198K | Hold |
10,478
| – | – | ﹤0.01% | 2359 |
|
|
2013
Q2 | $200K | Buy |
+10,478
| New | +$200K | ﹤0.01% | 2362 |
|