WealthTrust Axiom’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 | $307K | Hold |
10,227
| – | – | 0.09% | 179 |
|
|
2025
Q1 | $290K | Hold |
10,227
| – | – | 0.09% | 191 |
|
|
2024
Q4 | $302K | Hold |
10,227
| – | – | 0.09% | 184 |
|
|
2024
Q3 | $288K | Hold |
10,227
| – | – | 0.09% | 190 |
|
|
2024
Q2 | $233K | Hold |
10,227
| – | – | 0.08% | 205 |
|
|
2024
Q1 | $213K | Hold |
10,227
| – | – | 0.07% | 223 |
|
|
2023
Q4 | $225K | Hold |
10,227
| – | – | 0.08% | 205 |
|
|
2023
Q3 | $178K | Sell |
10,227
-207
| -2% | -$3.6K | 0.06% | 212 |
|
|
2023
Q2 | $189K | Buy |
+10,434
| New | +$189K | 0.06% | 225 |
|