T. Rowe Price Associates’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 | $1.22M | Buy |
40,632
+899
| +2% | +$27K | ﹤0.01% | 1893 |
|
|
2025
Q1 | $1.13M | Buy |
39,733
+6,823
| +21% | +$194K | ﹤0.01% | 1893 |
|
|
2024
Q4 | $972K | Buy |
32,910
+1,746
| +6% | +$51.6K | ﹤0.01% | 1974 |
|
|
2024
Q3 | $877K | Sell |
31,164
-10,055
| -24% | -$283K | ﹤0.01% | 2024 |
|
|
2024
Q2 | $942K | Buy |
41,219
+641
| +2% | +$14.6K | ﹤0.01% | 1923 |
|
|
2024
Q1 | $845K | Sell |
40,578
-4,859
| -11% | -$101K | ﹤0.01% | 1982 |
|
|
2023
Q4 | $1M | Buy |
45,437
+4,316
| +10% | +$95.1K | ﹤0.01% | 1867 |
|
|
2023
Q3 | $715K | Buy |
41,121
+8,971
| +28% | +$156K | ﹤0.01% | 1948 |
|
|
2023
Q2 | $582K | Buy |
32,150
+4,063
| +14% | +$73.6K | ﹤0.01% | 2047 |
|
|
2023
Q1 | $667K | Buy |
28,087
+321
| +1% | +$7.62K | ﹤0.01% | 1984 |
|
|
2022
Q4 | $726K | Sell |
27,766
-564
| -2% | -$14.7K | ﹤0.01% | 1954 |
|
|
2022
Q3 | $666K | Buy |
28,330
+2,984
| +12% | +$70.2K | ﹤0.01% | 1977 |
|
|
2022
Q2 | $645K | Buy |
25,346
+252
| +1% | +$6.41K | ﹤0.01% | 2103 |
|
|
2022
Q1 | $672K | Buy |
25,094
+6,470
| +35% | +$173K | ﹤0.01% | 2204 |
|
|
2021
Q4 | $557K | Sell |
18,624
-542
| -3% | -$16.2K | ﹤0.01% | 2334 |
|
|
2021
Q3 | $525K | Sell |
19,166
-1,107
| -5% | -$30.3K | ﹤0.01% | 2359 |
|
|
2021
Q2 | $535K | Buy |
20,273
+622
| +3% | +$16.4K | ﹤0.01% | 2357 |
|
|
2021
Q1 | $562K | Buy |
19,651
+4,403
| +29% | +$126K | ﹤0.01% | 2310 |
|
|
2020
Q4 | $314K | Sell |
15,248
-5,000
| -25% | -$103K | ﹤0.01% | 2411 |
|
|
2020
Q3 | $291K | Sell |
20,248
-6,500
| -24% | -$93.4K | ﹤0.01% | 2295 |
|
|
2020
Q2 | $432K | Sell |
26,748
-7,796
| -23% | -$126K | ﹤0.01% | 2105 |
|
|
2020
Q1 | $564K | Buy |
34,544
+6,030
| +21% | +$98.5K | ﹤0.01% | 1930 |
|
|
2019
Q4 | $764K | Buy |
28,514
+1,140
| +4% | +$30.5K | ﹤0.01% | 1995 |
|
|
2019
Q3 | $698K | Buy |
27,374
+155
| +0.6% | +$3.95K | ﹤0.01% | 1966 |
|
|
2019
Q2 | $715K | Hold |
27,219
| – | – | ﹤0.01% | 1974 |
|
|
2019
Q1 | $666K | Sell |
27,219
-1,536,713
| -98% | -$37.6M | ﹤0.01% | 2013 |
|
|
2018
Q4 | $33.7M | Sell |
1,563,932
-305,807
| -16% | -$6.6M | 0.01% | 965 |
|
|
2018
Q3 | $49.5M | Sell |
1,869,739
-41,527
| -2% | -$1.1M | 0.01% | 916 |
|
|
2018
Q2 | $52.6M | Buy |
1,911,266
+79,091
| +4% | +$2.18M | 0.01% | 876 |
|
|
2018
Q1 | $50.8M | Buy |
1,832,175
+36,809
| +2% | +$1.02M | 0.01% | 867 |
|
|
2017
Q4 | $50.4M | Buy |
1,795,366
+1,080,404
| +151% | +$30.3M | 0.01% | 854 |
|
|
2017
Q3 | $22.9M | Buy |
714,962
+521,698
| +270% | +$16.7M | ﹤0.01% | 1126 |
|
|
2017
Q2 | $5.79M | Buy |
193,264
+178,592
| +1,217% | +$5.35M | ﹤0.01% | 1396 |
|
|
2017
Q1 | $380K | Buy |
14,672
+4,600
| +46% | +$119K | ﹤0.01% | 2159 |
|
|
2016
Q4 | $311K | Hold |
10,072
| – | – | ﹤0.01% | 2237 |
|
|
2016
Q3 | $235K | Buy |
10,072
+13
| +0.1% | +$303 | ﹤0.01% | 2305 |
|
|
2016
Q2 | $211K | Sell |
10,059
-41
| -0.4% | -$860 | ﹤0.01% | 2306 |
|
|
2016
Q1 | $197K | Hold |
10,100
| – | – | ﹤0.01% | 2292 |
|
|
2015
Q4 | $211K | Buy |
10,100
+100
| +1% | +$2.09K | ﹤0.01% | 2290 |
|
|
2015
Q3 | $192K | Hold |
10,000
| – | – | ﹤0.01% | 2300 |
|
|
2015
Q2 | $204K | Hold |
10,000
| – | – | ﹤0.01% | 2340 |
|
|
2015
Q1 | $198K | Hold |
10,000
| – | – | ﹤0.01% | 2351 |
|
|
2014
Q4 | $202K | Hold |
10,000
| – | – | ﹤0.01% | 2353 |
|
|
2014
Q3 | $188K | Hold |
10,000
| – | – | ﹤0.01% | 2363 |
|
|
2014
Q2 | $207K | Hold |
10,000
| – | – | ﹤0.01% | 2336 |
|
|
2014
Q1 | $205K | Hold |
10,000
| – | – | ﹤0.01% | 2311 |
|
|
2013
Q4 | $207K | Hold |
10,000
| – | – | ﹤0.01% | 2301 |
|
|
2013
Q3 | $189K | Buy |
+10,000
| New | +$189K | ﹤0.01% | 2282 |
|