UBS Group’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 | $4.18M | Sell |
139,020
-61,679
| -31% | -$1.85M | ﹤0.01% | 3206 |
|
|
2025
Q1 | $5.69M | Buy |
200,699
+113,839
| +131% | +$3.23M | ﹤0.01% | 2861 |
|
|
2024
Q4 | $2.56M | Buy |
86,860
+58,683
| +208% | +$1.73M | ﹤0.01% | 3520 |
|
|
2024
Q3 | $793K | Buy |
28,177
+6,696
| +31% | +$188K | ﹤0.01% | 3771 |
|
|
2024
Q2 | $490K | Sell |
21,481
-17,495
| -45% | -$399K | ﹤0.01% | 3942 |
|
|
2024
Q1 | $811K | Sell |
38,976
-7,923
| -17% | -$165K | ﹤0.01% | 3697 |
|
|
2023
Q4 | $1.03M | Buy |
46,899
+21,112
| +82% | +$465K | ﹤0.01% | 3410 |
|
|
2023
Q3 | $448K | Buy |
25,787
+9,166
| +55% | +$159K | ﹤0.01% | 3681 |
|
|
2023
Q2 | $301K | Buy |
16,621
+537
| +3% | +$9.71K | ﹤0.01% | 4185 |
|
|
2023
Q1 | $382K | Buy |
16,084
+3,607
| +29% | +$85.6K | ﹤0.01% | 3893 |
|
|
2022
Q4 | $326K | Buy |
12,477
+6,481
| +108% | +$169K | ﹤0.01% | 4010 |
|
|
2022
Q3 | $141K | Buy |
5,996
+1,081
| +22% | +$25.4K | ﹤0.01% | 4377 |
|
|
2022
Q2 | $125K | Sell |
4,915
-5,849
| -54% | -$149K | ﹤0.01% | 4270 |
|
|
2022
Q1 | $288K | Sell |
10,764
-7,245
| -40% | -$194K | ﹤0.01% | 4128 |
|
|
2021
Q4 | $539K | Buy |
18,009
+12,650
| +236% | +$379K | ﹤0.01% | 3927 |
|
|
2021
Q3 | $147K | Sell |
5,359
-10,377
| -66% | -$285K | ﹤0.01% | 4492 |
|
|
2021
Q2 | $415K | Buy |
15,736
+1,389
| +10% | +$36.6K | ﹤0.01% | 3884 |
|
|
2021
Q1 | $410K | Sell |
14,347
-4,243
| -23% | -$121K | ﹤0.01% | 4075 |
|
|
2020
Q4 | $383K | Sell |
18,590
-3,278
| -15% | -$67.5K | ﹤0.01% | 3871 |
|
|
2020
Q3 | $314K | Buy |
21,868
+1,810
| +9% | +$26K | ﹤0.01% | 3725 |
|
|
2020
Q2 | $324K | Sell |
20,058
-1,726
| -8% | -$27.9K | ﹤0.01% | 3683 |
|
|
2020
Q1 | $355K | Sell |
21,784
-15,704
| -42% | -$256K | ﹤0.01% | 3492 |
|
|
2019
Q4 | $1M | Buy |
37,488
+11,710
| +45% | +$314K | ﹤0.01% | 3337 |
|
|
2019
Q3 | $658K | Buy |
25,778
+16,228
| +170% | +$414K | ﹤0.01% | 3512 |
|
|
2019
Q2 | $251K | Buy |
9,550
+4,886
| +105% | +$128K | ﹤0.01% | 3973 |
|
|
2019
Q1 | $115K | Sell |
4,664
-14,126
| -75% | -$348K | ﹤0.01% | 4187 |
|
|
2018
Q4 | $405K | Buy |
18,790
+1,828
| +11% | +$39.4K | ﹤0.01% | 3642 |
|
|
2018
Q3 | $448K | Buy |
16,962
+7,594
| +81% | +$201K | ﹤0.01% | 3716 |
|
|
2018
Q2 | $258K | Sell |
9,368
-622
| -6% | -$17.1K | ﹤0.01% | 3944 |
|
|
2018
Q1 | $277K | Buy |
9,990
+4,404
| +79% | +$122K | ﹤0.01% | 3792 |
|
|
2017
Q4 | $157K | Sell |
5,586
-1,692
| -23% | -$47.6K | ﹤0.01% | 4174 |
|
|
2017
Q3 | $233K | Buy |
7,278
+3,732
| +105% | +$119K | ﹤0.01% | 3914 |
|
|
2017
Q2 | $106K | Sell |
3,546
-617
| -15% | -$18.4K | ﹤0.01% | 4249 |
|
|
2017
Q1 | $107K | Sell |
4,163
-4,944
| -54% | -$127K | ﹤0.01% | 4170 |
|
|
2016
Q4 | $282K | Buy |
9,107
+3,425
| +60% | +$106K | ﹤0.01% | 3700 |
|
|
2016
Q3 | $132K | Sell |
5,682
-1,047
| -16% | -$24.3K | ﹤0.01% | 3995 |
|
|
2016
Q2 | $142K | Hold |
6,729
| – | – | ﹤0.01% | 3976 |
|
|
2016
Q1 | $132K | Sell |
6,729
-373
| -5% | -$7.32K | ﹤0.01% | 4049 |
|
|
2015
Q4 | $149K | Sell |
7,102
-2,182
| -24% | -$45.8K | ﹤0.01% | 3967 |
|
|
2015
Q3 | $179K | Sell |
9,284
-1,490
| -14% | -$28.7K | ﹤0.01% | 3782 |
|
|
2015
Q2 | $219K | Buy |
10,774
+179
| +2% | +$3.64K | ﹤0.01% | 3806 |
|
|
2015
Q1 | $210K | Buy |
10,595
+9,817
| +1,262% | +$195K | ﹤0.01% | 3764 |
|
|
2014
Q4 | $16K | Buy |
+778
| New | +$16K | ﹤0.01% | 5743 |
|