US Bancorp’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.6K | Buy |
631
+15
| +2% | +$507 | ﹤0.01% | 3062 |
|
|
2025
Q4 | $20.2K | Hold |
616
| – | – | ﹤0.01% | 3073 |
|
|
2025
Q3 | $18.5K | Sell |
616
-162
| -21% | -$4.97K | ﹤0.01% | 3103 |
|
|
2025
Q2 | $23.4K | Hold |
778
| – | – | ﹤0.01% | 3110 |
|
|
2025
Q1 | $22.1K | Hold |
778
| – | – | ﹤0.01% | 3121 |
|
|
2024
Q4 | $23K | Hold |
778
| – | – | ﹤0.01% | 3098 |
|
|
2024
Q3 | $21.9K | Buy |
778
+162
| +26% | +$4.32K | ﹤0.01% | 3091 |
|
|
2024
Q2 | $14.1K | Buy |
616
+143
| +30% | +$3.02K | ﹤0.01% | 3185 |
|
|
2024
Q1 | $9.85K | Buy |
473
+130
| +38% | +$2.64K | ﹤0.01% | 3336 |
|
|
2023
Q4 | $7.56K | Sell |
343
-416
| -55% | -$7.79K | ﹤0.01% | 3401 |
|
|
2023
Q3 | $13.2K | Sell |
759
-678
| -47% | -$12.5K | ﹤0.01% | 3063 |
|
|
2023
Q2 | $26K | Buy |
1,437
+761
| +113% | +$14.9K | ﹤0.01% | 2844 |
|
|
2023
Q1 | $16K | Buy |
676
+127
| +23% | +$3.36K | ﹤0.01% | 3101 |
|
|
2022
Q4 | $14.3K | Buy |
549
+69
| +14% | +$1.85K | ﹤0.01% | 3168 |
|
|
2022
Q3 | $11K | Sell |
480
-104
| -18% | -$2.63K | ﹤0.01% | 3352 |
|
|
2022
Q2 | $15K | Sell |
584
-266
| -31% | -$6.82K | ﹤0.01% | 3216 |
|
|
2022
Q1 | $23K | Sell |
850
-77
| -8% | -$2.26K | ﹤0.01% | 3006 |
|
|
2021
Q4 | $28K | Buy |
927
+32
| +4% | +$931 | ﹤0.01% | 2939 |
|
|
2021
Q3 | $25K | Buy |
895
+265
| +42% | +$7.11K | ﹤0.01% | 3021 |
|
|
2021
Q2 | $17K | Sell |
630
-4,222
| -87% | -$119K | ﹤0.01% | 3228 |
|
|
2021
Q1 | $139K | Buy |
4,852
+124
| +3% | +$3.14K | ﹤0.01% | 2095 |
|
|
2020
Q4 | $97K | Buy |
4,728
+472
| +11% | +$8.46K | ﹤0.01% | 2220 |
|
|
2020
Q3 | $61K | Sell |
4,256
-201
| -5% | -$3.13K | ﹤0.01% | 2311 |
|
|
2020
Q2 | $72K | Sell |
4,457
-234
| -5% | -$3.75K | ﹤0.01% | 2264 |
|
|
2020
Q1 | $77K | Buy |
4,691
+400
| +9% | +$9.15K | ﹤0.01% | 2155 |
|
|
2019
Q4 | $115K | Sell |
4,291
-153
| -3% | -$3.96K | ﹤0.01% | 2109 |
|
|
2019
Q3 | $113K | Buy |
4,444
+153
| +4% | +$3.96K | ﹤0.01% | 2095 |
|
|
2019
Q2 | $113K | Hold |
4,291
| – | – | ﹤0.01% | 2148 |
|
|
2019
Q1 | $105K | Hold |
4,291
| – | – | ﹤0.01% | 2168 |
|
|
2018
Q4 | $93K | Hold |
4,291
| – | – | ﹤0.01% | 2162 |
|
|
2018
Q3 | $113K | Hold |
4,291
| – | – | ﹤0.01% | 2161 |
|
|
2018
Q2 | $118K | Sell |
4,291
-782
| -15% | -$22.4K | ﹤0.01% | 2141 |
|
|
2018
Q1 | $141K | Hold |
5,073
| – | – | ﹤0.01% | 2070 |
|
|
2017
Q4 | $142K | Hold |
5,073
| – | – | ﹤0.01% | 2071 |
|
|
2017
Q3 | $162K | Hold |
5,073
| – | – | ﹤0.01% | 1972 |
|
|
2017
Q2 | $152K | Hold |
5,073
| – | – | ﹤0.01% | 1976 |
|
|
2017
Q1 | $131K | Hold |
5,073
| – | – | ﹤0.01% | 2032 |
|
|
2016
Q4 | $157K | Buy |
5,073
+817
| +19% | +$21.8K | ﹤0.01% | 1897 |
|
|
2016
Q3 | $99K | Buy |
4,256
+1,100
| +35% | +$24.5K | ﹤0.01% | 2095 |
|
|
2016
Q2 | $66K | Buy |
3,156
+936
| +42% | +$18.6K | ﹤0.01% | 2269 |
|
|
2016
Q1 | $43K | Buy |
2,220
+1,282
| +137% | +$24.8K | ﹤0.01% | 2455 |
|
|
2015
Q4 | $20K | Buy |
938
+760
| +427% | +$15.4K | ﹤0.01% | 2826 |
|
|
2015
Q3 | $3K | Buy |
+178
| New | +$3.5K | ﹤0.01% | 3374 |
|
Other funds holding UVSP
VCM
