UBS Group’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 | $2.36M | Sell |
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|
2025
Q2 | $4.18M | Sell |
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|
2025
Q1 | $5.69M | Buy |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $301K | Buy |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $141K | Buy |
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|
2022
Q2 | $125K | Sell |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $539K | Buy |
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|
2021
Q3 | $147K | Sell |
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|
2021
Q2 | $415K | Buy |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $383K | Sell |
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|
2020
Q3 | $314K | Buy |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $355K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $658K | Buy |
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|
2019
Q2 | $251K | Buy |
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|
2019
Q1 | $115K | Sell |
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|
2018
Q4 | $405K | Buy |
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|
2018
Q3 | $448K | Buy |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $277K | Buy |
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|
2017
Q4 | $157K | Sell |
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|
2017
Q3 | $233K | Buy |
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|
2017
Q2 | $106K | Sell |
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|
2017
Q1 | $107K | Sell |
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|
2016
Q4 | $282K | Buy |
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|
2016
Q3 | $132K | Sell |
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|
2016
Q2 | $142K | Hold |
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|
2016
Q1 | $132K | Sell |
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|
2015
Q4 | $149K | Sell |
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|
2015
Q3 | $179K | Sell |
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|
2015
Q2 | $219K | Buy |
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|
2015
Q1 | $210K | Buy |
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|
2014
Q4 | $16K | Buy |
|