Univest Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Sell |
65,311
-8,916
| -12% | -$3.17M | 1.39% | 15 |
|
|
2025
Q1 | $26M | Sell |
74,227
-6,892
| -8% | -$2.42M | 1.7% | 11 |
|
|
2024
Q4 | $25.6M | Sell |
81,119
-1,734
| -2% | -$548K | 1.62% | 12 |
|
|
2024
Q3 | $22.8M | Buy |
82,853
+61,399
| +286% | +$16.9M | 1.5% | 16 |
|
|
2024
Q2 | $5.63M | Sell |
21,454
-464
| -2% | -$122K | 1.56% | 20 |
|
|
2024
Q1 | $6.12M | Sell |
21,918
-2,165
| -9% | -$604K | 1.72% | 17 |
|
|
2023
Q4 | $6.27M | Sell |
24,083
-363
| -1% | -$94.5K | 1.85% | 14 |
|
|
2023
Q3 | $5.62M | Sell |
24,446
-488
| -2% | -$112K | 1.88% | 14 |
|
|
2023
Q2 | $5.92M | Sell |
24,934
-957
| -4% | -$227K | 1.79% | 15 |
|
|
2023
Q1 | $5.84M | Sell |
25,891
-2,144
| -8% | -$483K | 1.82% | 17 |
|
|
2022
Q4 | $5.82M | Sell |
28,035
-1,455
| -5% | -$302K | 1.83% | 11 |
|
|
2022
Q3 | $5.24M | Sell |
29,490
-2,759
| -9% | -$490K | 1.71% | 17 |
|
|
2022
Q2 | $6.35M | Buy |
32,249
+196
| +0.6% | +$38.6K | 2.07% | 12 |
|
|
2022
Q1 | $7.11M | Buy |
32,053
+533
| +2% | +$118K | 2% | 12 |
|
|
2021
Q4 | $6.83M | Buy |
31,520
+551
| +2% | +$119K | 1.74% | 18 |
|
|
2021
Q3 | $6.9M | Buy |
30,969
+344
| +1% | +$76.6K | 1.93% | 16 |
|
|
2021
Q2 | $7.16M | Sell |
30,625
-1,594
| -5% | -$373K | 1.97% | 13 |
|
|
2021
Q1 | $6.82M | Buy |
32,219
+1,173
| +4% | +$248K | 1.92% | 13 |
|
|
2020
Q4 | $6.79M | Buy |
31,046
+602
| +2% | +$132K | 1.97% | 12 |
|
|
2020
Q3 | $6.09M | Buy |
30,444
+238
| +0.8% | +$47.6K | 1.93% | 12 |
|
|
2020
Q2 | $5.84M | Sell |
30,206
-132
| -0.4% | -$25.5K | 1.93% | 13 |
|
|
2020
Q1 | $4.89M | Sell |
30,338
-19,142
| -39% | -$3.08M | 1.94% | 8 |
|
|
2019
Q4 | $3.86M | Buy |
49,480
+16,262
| +49% | +$1.27M | 1.64% | 15 |
|
|
2019
Q3 | $5.71M | Sell |
33,218
-185
| -0.6% | -$31.8K | 1.83% | 8 |
|
|
2019
Q2 | $5.8M | Sell |
33,403
-279
| -0.8% | -$48.4K | 1.83% | 6 |
|
|
2019
Q1 | $5.26M | Sell |
33,682
-1,631
| -5% | -$255K | 1.72% | 7 |
|
|
2018
Q4 | $4.66M | Sell |
35,313
-2,024
| -5% | -$267K | 1.72% | 9 |
|
|
2018
Q3 | $5.6M | Sell |
37,337
-1,374
| -4% | -$206K | 1.71% | 9 |
|
|
2018
Q2 | $5.13M | Sell |
38,711
-2,087
| -5% | -$276K | 2.05% | 12 |
|
|
2018
Q1 | $4.88M | Sell |
40,798
-2,312
| -5% | -$277K | 2.11% | 15 |
|
|
2017
Q4 | $4.92M | Sell |
43,110
-308
| -0.7% | -$35.1K | 1.98% | 13 |
|
|
2017
Q3 | $4.57M | Sell |
43,418
-3,884
| -8% | -$409K | 1.93% | 18 |
|
|
2017
Q2 | $4.44M | Sell |
47,302
-490
| -1% | -$46K | 1.87% | 14 |
|
|
2017
Q1 | $4.25M | Sell |
47,792
-1,688
| -3% | -$150K | 1.86% | 13 |
|
|
2016
Q4 | $3.86M | Sell |
49,480
-3,764
| -7% | -$294K | 1.64% | 15 |
|
|
2016
Q3 | $4.4M | Sell |
53,244
-29
| -0.1% | -$2.4K | 1.99% | 6 |
|
|
2016
Q2 | $3.95M | Sell |
53,273
-842
| -2% | -$62.4K | 1.8% | 8 |
|
|
2016
Q1 | $4.14M | Sell |
54,115
-2,408
| -4% | -$184K | 1.88% | 6 |
|
|
2015
Q4 | $4.38M | Sell |
56,523
-148
| -0.3% | -$11.5K | 2% | 6 |
|
|
2015
Q3 | $3.95M | Sell |
56,671
-6,321
| -10% | -$440K | 1.93% | 11 |
|
|
2015
Q2 | $4.23M | Sell |
62,992
-454
| -0.7% | -$30.5K | 1.94% | 12 |
|
|
2015
Q1 | $4.15M | Sell |
63,446
-4,834
| -7% | -$316K | 1.86% | 7 |
|
|
2014
Q4 | $4.48M | Buy |
68,280
+348
| +0.5% | +$22.8K | 1.96% | 7 |
|
|
2014
Q3 | $3.62M | Buy |
67,932
+4,988
| +8% | +$266K | 1.7% | 16 |
|
|
2014
Q2 | $3.32M | Buy |
62,944
+2,032
| +3% | +$107K | 1.56% | 31 |
|
|
2014
Q1 | $3.29M | Buy |
60,912
+8,828
| +17% | +$476K | 1.64% | 21 |
|
|
2013
Q4 | $2.9M | Buy |
52,084
+7,748
| +17% | +$431K | 1.43% | 37 |
|
|
2013
Q3 | $2.12M | Buy |
44,336
+1,152
| +3% | +$55K | 1.13% | 50 |
|
|
2013
Q2 | $1.97M | Buy |
+43,184
| New | +$1.97M | 1.08% | 51 |
|