Univest Financial’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 | $15.1M | Sell |
503,000
-17,580
| -3% | -$528K | 0.91% | 21 |
|
|
2025
Q1 | $14.8M | Sell |
520,580
-11,248
| -2% | -$319K | 0.96% | 22 |
|
|
2024
Q4 | $15.7M | Buy |
531,828
+380
| +0.1% | +$11.2K | 0.99% | 25 |
|
|
2024
Q3 | $15M | Buy |
531,448
+127,239
| +31% | +$3.58M | 0.99% | 27 |
|
|
2024
Q2 | $9.23M | Sell |
404,209
-1,282
| -0.3% | -$29.3K | 2.56% | 9 |
|
|
2024
Q1 | $8.44M | Sell |
405,491
-29,673
| -7% | -$618K | 2.38% | 10 |
|
|
2023
Q4 | $9.59M | Sell |
435,164
-83,334
| -16% | -$1.84M | 2.84% | 5 |
|
|
2023
Q3 | $9.01M | Sell |
518,498
-1,665
| -0.3% | -$28.9K | 3.01% | 5 |
|
|
2023
Q2 | $9.4M | Buy |
520,163
+24,342
| +5% | +$440K | 2.85% | 6 |
|
|
2023
Q1 | $11.8M | Sell |
495,821
-14,284
| -3% | -$339K | 3.67% | 5 |
|
|
2022
Q4 | $13.3M | Sell |
510,105
-15,638
| -3% | -$409K | 4.2% | 3 |
|
|
2022
Q3 | $12.3M | Sell |
525,743
-1,576
| -0.3% | -$37K | 4.04% | 4 |
|
|
2022
Q2 | $13.4M | Sell |
527,319
-4,035
| -0.8% | -$103K | 4.38% | 3 |
|
|
2022
Q1 | $14.2M | Sell |
531,354
-10,838
| -2% | -$290K | 4.01% | 3 |
|
|
2021
Q4 | $16.2M | Sell |
542,192
-865
| -0.2% | -$25.9K | 4.13% | 3 |
|
|
2021
Q3 | $14.9M | Sell |
543,057
-39,486
| -7% | -$1.08M | 4.15% | 3 |
|
|
2021
Q2 | $15.4M | Sell |
582,543
-13,698
| -2% | -$361K | 4.22% | 3 |
|
|
2021
Q1 | $17M | Sell |
596,241
-2,259
| -0.4% | -$64.6K | 4.81% | 3 |
|
|
2020
Q4 | $12.3M | Buy |
598,500
+1,703
| +0.3% | +$35K | 3.57% | 4 |
|
|
2020
Q3 | $8.58M | Buy |
596,797
+1,060
| +0.2% | +$15.2K | 2.71% | 5 |
|
|
2020
Q2 | $9.62M | Sell |
595,737
-1,105
| -0.2% | -$17.8K | 3.17% | 4 |
|
|
2020
Q1 | $9.74M | Sell |
596,842
-191,207
| -24% | -$3.12M | 3.87% | 4 |
|
|
2019
Q4 | $24.4M | Buy |
788,049
+196,081
| +33% | +$6.06M | 10.31% | 1 |
|
|
2019
Q3 | $15.1M | Buy |
591,968
+2,742
| +0.5% | +$69.9K | 4.84% | 3 |
|
|
2019
Q2 | $15.5M | Sell |
589,226
-18,574
| -3% | -$488K | 4.9% | 3 |
|
|
2019
Q1 | $14.9M | Sell |
607,800
-7,966
| -1% | -$195K | 4.87% | 3 |
|
|
2018
Q4 | $13.3M | Buy |
615,766
+30,830
| +5% | +$665K | 4.89% | 3 |
|
|
2018
Q3 | $15.5M | Buy |
584,936
+2,525
| +0.4% | +$66.8K | 4.72% | 3 |
|
|
2018
Q2 | $16M | Sell |
582,411
-1,058
| -0.2% | -$29.1K | 6.42% | 1 |
|
|
2018
Q1 | $16.2M | Buy |
583,469
+13,300
| +2% | +$368K | 6.99% | 1 |
|
|
2017
Q4 | $16M | Sell |
570,169
-12,424
| -2% | -$348K | 6.44% | 1 |
|
|
2017
Q3 | $18.6M | Sell |
582,593
-160,154
| -22% | -$5.12M | 7.87% | 1 |
|
|
2017
Q2 | $22.2M | Buy |
742,747
+20,841
| +3% | +$624K | 9.36% | 1 |
|
|
2017
Q1 | $18.7M | Sell |
721,906
-66,143
| -8% | -$1.71M | 8.18% | 1 |
|
|
2016
Q4 | $24.4M | Sell |
788,049
-50,776
| -6% | -$1.57M | 10.31% | 1 |
|
|
2016
Q3 | $19.6M | Buy |
838,825
+4,922
| +0.6% | +$115K | 8.87% | 1 |
|
|
2016
Q2 | $17.5M | Sell |
833,903
-37,366
| -4% | -$785K | 7.99% | 1 |
|
|
2016
Q1 | $17M | Buy |
871,269
+3,130
| +0.4% | +$61.1K | 7.73% | 1 |
|
|
2015
Q4 | $18.1M | Sell |
868,139
-17,689
| -2% | -$369K | 8.26% | 1 |
|
|
2015
Q3 | $17M | Sell |
885,828
-20,048
| -2% | -$385K | 8.33% | 1 |
|
|
2015
Q2 | $18.4M | Sell |
905,876
-30,931
| -3% | -$630K | 8.47% | 1 |
|
|
2015
Q1 | $18.5M | Sell |
936,807
-8,107
| -0.9% | -$160K | 8.33% | 1 |
|
|
2014
Q4 | $19.1M | Buy |
944,914
+14,962
| +2% | +$303K | 8.38% | 1 |
|
|
2014
Q3 | $17.4M | Sell |
929,952
-19,008
| -2% | -$356K | 8.18% | 1 |
|
|
2014
Q2 | $19.6M | Sell |
948,960
-13,117
| -1% | -$272K | 9.24% | 1 |
|
|
2014
Q1 | $19.7M | Sell |
962,077
-37,641
| -4% | -$772K | 9.85% | 1 |
|
|
2013
Q4 | $20.7M | Buy |
999,718
+38,084
| +4% | +$788K | 10.19% | 1 |
|
|
2013
Q3 | $18.1M | Sell |
961,634
-31,874
| -3% | -$601K | 9.67% | 1 |
|
|
2013
Q2 | $18.9M | Buy |
+993,508
| New | +$18.9M | 10.38% | 1 |
|