Trust Company of Vermont’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 | $210K | Hold |
7,004
| – | – | 0.01% | 348 |
|
|
2025
Q1 | $199K | Hold |
7,004
| – | – | 0.01% | 347 |
|
|
2024
Q4 | $207K | Hold |
7,004
| – | – | 0.01% | 344 |
|
|
2024
Q3 | $197K | Hold |
7,004
| – | – | 0.01% | 332 |
|
|
2024
Q2 | $160K | Hold |
7,004
| – | – | 0.01% | 342 |
|
|
2024
Q1 | $146K | Hold |
7,004
| – | – | 0.01% | 348 |
|
|
2023
Q4 | $154K | Hold |
7,004
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $122K | Hold |
7,004
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $127K | Hold |
7,004
| – | – | 0.01% | 363 |
|
|
2023
Q1 | $166K | Hold |
7,004
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $183K | Hold |
7,004
| – | – | 0.01% | 308 |
|
|
2022
Q3 | $164K | Hold |
7,004
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $178K | Buy |
+7,004
| New | +$178K | 0.01% | 310 |
|
|
2022
Q1 | – | Sell |
-7,004
| Closed | -$210K | – | 717 |
|
|
2021
Q4 | $210K | Buy |
+7,004
| New | +$210K | 0.01% | 312 |
|
|
2021
Q3 | – | Sell |
-7,004
| Closed | -$185K | – | 689 |
|
|
2021
Q2 | $185K | Buy |
+7,004
| New | +$185K | 0.01% | 313 |
|