Wedge 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 | $806K | Buy |
26,837
+40
| +0.1% | +$1.2K | 0.01% | 454 |
|
|
2025
Q1 | $760K | Buy |
26,797
+3,558
| +15% | +$101K | 0.01% | 455 |
|
|
2024
Q4 | $686K | Sell |
23,239
-724
| -3% | -$21.4K | 0.01% | 453 |
|
|
2024
Q3 | $674K | Sell |
23,963
-4,129
| -15% | -$116K | 0.01% | 448 |
|
|
2024
Q2 | $641K | Sell |
28,092
-3,925
| -12% | -$89.6K | 0.01% | 442 |
|
|
2024
Q1 | $667K | Buy |
32,017
+8,449
| +36% | +$176K | 0.01% | 443 |
|
|
2023
Q4 | $519K | Buy |
23,568
+2,448
| +12% | +$53.9K | 0.01% | 437 |
|
|
2023
Q3 | $367K | Sell |
21,120
-32,682
| -61% | -$568K | 0.01% | 455 |
|
|
2023
Q2 | $973K | Buy |
+53,802
| New | +$973K | 0.02% | 456 |
|
|
2015
Q2 | – | Sell |
-49,500
| Closed | -$980K | – | 626 |
|
|
2015
Q1 | $980K | Buy |
49,500
+1,100
| +2% | +$21.8K | 0.01% | 329 |
|
|
2014
Q4 | $980K | Sell |
48,400
-2,000
| -4% | -$40.5K | 0.01% | 339 |
|
|
2014
Q3 | $945K | Buy |
50,400
+1,100
| +2% | +$20.6K | 0.01% | 339 |
|
|
2014
Q2 | $1.02M | Sell |
49,300
-2,100
| -4% | -$43.5K | 0.01% | 329 |
|
|
2014
Q1 | $1.06M | Buy |
+51,400
| New | +$1.06M | 0.01% | 318 |
|