Univest Financial’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.3M | Sell |
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|
2025
Q2 | $19.8M | Buy |
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|
2025
Q1 | $17.3M | Buy |
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|
2024
Q4 | $16.8M | Buy |
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|
2024
Q3 | $17M | Buy |
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|
2024
Q2 | $4.52M | Buy |
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|
2024
Q1 | $4.16M | Sell |
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|
2023
Q4 | $4.54M | Buy |
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|
2023
Q3 | $3.75M | Sell |
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|
2023
Q2 | $4.47M | Buy |
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|
2023
Q1 | $3.76M | Sell |
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|
2022
Q4 | $3.82M | Buy |
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|
2022
Q3 | $3.46M | Buy |
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|
2022
Q2 | $3.77M | Buy |
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|
2022
Q1 | $4.43M | Sell |
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|
2021
Q4 | $5.48M | Sell |
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|
2021
Q3 | $5.16M | Sell |
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|
2021
Q2 | $5.12M | Buy |
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|
2021
Q1 | $4.34M | Buy |
|