UBS AM’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 | $1.5M | Sell |
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|
2025
Q2 | $2.59M | Buy |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $937K | Buy |
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|
2024
Q1 | $607K | Hold |
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|
2023
Q4 | $642K | Hold |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $692K | Hold |
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|
2023
Q1 | $692K | Buy |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $756K | Sell |
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|
2022
Q2 | $904K | Hold |
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|
2022
Q1 | $951K | Hold |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $974K | Hold |
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|
2021
Q2 | $938K | Buy |
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|
2021
Q1 | $883K | Hold |
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|
2020
Q4 | $635K | Hold |
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|
2020
Q3 | $444K | Hold |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $973K | Sell |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $949K | Sell |
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|
2019
Q1 | $964K | Buy |
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|
2018
Q4 | $639K | Sell |
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|
2018
Q3 | $822K | Sell |
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|
2018
Q2 | $864K | Sell |
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|
2018
Q1 | $874K | Buy |
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|
2017
Q4 | $691K | Sell |
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|
2017
Q3 | $802K | Sell |
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|
2017
Q2 | $898K | Sell |
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|
2017
Q1 | $781K | Sell |
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|
2016
Q4 | $1.86M | Sell |
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|
2016
Q3 | $1.57M | Buy |
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|
2016
Q2 | $1.2M | Sell |
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|
2016
Q1 | $1.58M | Buy |
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|
2015
Q4 | $1.11M | Buy |
|