Trust Company of Vermont’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
Q3 | $210K | Hold |
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|
2025
Q2 | $210K | Hold |
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|
2025
Q1 | $199K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $197K | Hold |
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|
2024
Q2 | $160K | Hold |
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|
2024
Q1 | $146K | Hold |
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|
2023
Q4 | $154K | Hold |
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|
2023
Q3 | $122K | Hold |
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|
2023
Q2 | $127K | Hold |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $183K | Hold |
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|
2022
Q3 | $164K | Hold |
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|
2022
Q2 | $178K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $185K | Buy |
|