Versant Capital Management’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 | $991 | Hold |
33
| – | – | ﹤0.01% | 2489 |
|
|
2025
Q1 | $936 | Hold |
33
| – | – | ﹤0.01% | 2364 |
|
|
2024
Q4 | $974 | Buy |
+33
| New | +$974 | ﹤0.01% | 2199 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | – | – | 1712 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1745 |
|
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1659 |
|
|
2018
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1666 |
|
|
2018
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1661 |
|
|
2018
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1665 |
|
|
2017
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1650 |
|
|
2017
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1582 |
|
|
2017
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1551 |
|
|
2017
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1550 |
|
|
2016
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1539 |
|
|
2016
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1501 |
|