UBS AM’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 | $2.59M | Buy |
86,137
+39,289
| +84% | +$1.18M | ﹤0.01% | 2033 |
|
|
2025
Q1 | $1.33M | Buy |
46,848
+2,902
| +7% | +$82.3K | ﹤0.01% | 2187 |
|
|
2024
Q4 | $1.3M | Sell |
43,946
-3,754
| -8% | -$111K | ﹤0.01% | 2250 |
|
|
2024
Q3 | $1.34M | Buy |
47,700
+6,667
| +16% | +$188K | ﹤0.01% | 2237 |
|
|
2024
Q2 | $937K | Buy |
41,033
+11,885
| +41% | +$271K | ﹤0.01% | 2407 |
|
|
2024
Q1 | $607K | Hold |
29,148
| – | – | ﹤0.01% | 2228 |
|
|
2023
Q4 | $642K | Hold |
29,148
| – | – | ﹤0.01% | 2234 |
|
|
2023
Q3 | $507K | Hold |
29,148
| – | – | ﹤0.01% | 2294 |
|
|
2023
Q2 | $692K | Hold |
29,148
| – | – | ﹤0.01% | 2179 |
|
|
2023
Q1 | $692K | Buy |
29,148
+3,143
| +12% | +$74.6K | ﹤0.01% | 2179 |
|
|
2022
Q4 | $680K | Sell |
26,005
-6,207
| -19% | -$162K | ﹤0.01% | 2045 |
|
|
2022
Q3 | $756K | Sell |
32,212
-3,340
| -9% | -$78.4K | ﹤0.01% | 2128 |
|
|
2022
Q2 | $904K | Hold |
35,552
| – | – | ﹤0.01% | 2021 |
|
|
2022
Q1 | $951K | Hold |
35,552
| – | – | ﹤0.01% | 2176 |
|
|
2021
Q4 | $1.06M | Hold |
35,552
| – | – | ﹤0.01% | 2182 |
|
|
2021
Q3 | $974K | Hold |
35,552
| – | – | ﹤0.01% | 2181 |
|
|
2021
Q2 | $938K | Buy |
35,552
+4,678
| +15% | +$123K | ﹤0.01% | 2244 |
|
|
2021
Q1 | $883K | Hold |
30,874
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q4 | $635K | Hold |
30,874
| – | – | ﹤0.01% | 2204 |
|
|
2020
Q3 | $444K | Hold |
30,874
| – | – | ﹤0.01% | 2192 |
|
|
2020
Q2 | $498K | Sell |
30,874
-3,622
| -10% | -$58.5K | ﹤0.01% | 2132 |
|
|
2020
Q1 | $563K | Sell |
34,496
-1,843
| -5% | -$30.1K | ﹤0.01% | 1933 |
|
|
2019
Q4 | $973K | Sell |
36,339
-5,039
| -12% | -$135K | ﹤0.01% | 1922 |
|
|
2019
Q3 | $1.06M | Buy |
41,378
+5,233
| +14% | +$133K | ﹤0.01% | 1919 |
|
|
2019
Q2 | $949K | Sell |
36,145
-3,272
| -8% | -$85.9K | ﹤0.01% | 1907 |
|
|
2019
Q1 | $964K | Buy |
39,417
+9,792
| +33% | +$240K | ﹤0.01% | 1843 |
|
|
2018
Q4 | $639K | Sell |
29,625
-1,442
| -5% | -$31.1K | ﹤0.01% | 1898 |
|
|
2018
Q3 | $822K | Sell |
31,067
-364
| -1% | -$9.63K | ﹤0.01% | 1887 |
|
|
2018
Q2 | $864K | Sell |
31,431
-118
| -0.4% | -$3.25K | ﹤0.01% | 1874 |
|
|
2018
Q1 | $874K | Buy |
31,549
+6,919
| +28% | +$192K | ﹤0.01% | 1835 |
|
|
2017
Q4 | $691K | Sell |
24,630
-427
| -2% | -$12K | ﹤0.01% | 1863 |
|
|
2017
Q3 | $802K | Sell |
25,057
-4,930
| -16% | -$158K | ﹤0.01% | 1801 |
|
|
2017
Q2 | $898K | Sell |
29,987
-154
| -0.5% | -$4.61K | ﹤0.01% | 1705 |
|
|
2017
Q1 | $781K | Sell |
30,141
-30,054
| -50% | -$778K | ﹤0.01% | 1726 |
|
|
2016
Q4 | $1.86M | Sell |
60,195
-7,140
| -11% | -$221K | ﹤0.01% | 1314 |
|
|
2016
Q3 | $1.57M | Buy |
67,335
+10,331
| +18% | +$241K | ﹤0.01% | 1471 |
|
|
2016
Q2 | $1.2M | Sell |
57,004
-23,952
| -30% | -$503K | ﹤0.01% | 1569 |
|
|
2016
Q1 | $1.58M | Buy |
80,956
+27,842
| +52% | +$543K | ﹤0.01% | 1448 |
|
|
2015
Q4 | $1.11M | Buy |
+53,114
| New | +$1.11M | ﹤0.01% | 1705 |
|