Wells Fargo’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 | $423K | Sell |
12,334
-21,247
| -63% | -$719K | ﹤0.01% | 4261 |
|
|
2025
Q4 | $1.1M | Buy |
33,581
+9,766
| +41% | +$306K | ﹤0.01% | 3895 |
|
|
2025
Q3 | $715K | Buy |
23,815
+3,601
| +18% | +$111K | ﹤0.01% | 4052 |
|
|
2025
Q2 | $607K | Buy |
20,214
+910
| +5% | +$26.5K | ﹤0.01% | 4004 |
|
|
2025
Q1 | $547K | Buy |
19,304
+606
| +3% | +$17.9K | ﹤0.01% | 4032 |
|
|
2024
Q4 | $552K | Buy |
18,698
+3,701
| +25% | +$110K | ﹤0.01% | 4108 |
|
|
2024
Q3 | $422K | Buy |
14,997
+568
| +4% | +$15.1K | ﹤0.01% | 4108 |
|
|
2024
Q2 | $329K | Buy |
14,429
+3,964
| +38% | +$83.8K | ﹤0.01% | 4180 |
|
|
2024
Q1 | $218K | Sell |
10,465
-2,078
| -17% | -$42.2K | ﹤0.01% | 4417 |
|
|
2023
Q4 | $276K | Buy |
12,543
+1,764
| +16% | +$33K | ﹤0.01% | 4263 |
|
|
2023
Q3 | $187K | Sell |
10,779
-3,482
| -24% | -$64.1K | ﹤0.01% | 4394 |
|
|
2023
Q2 | $258K | Buy |
14,261
+5,373
| +60% | +$105K | ﹤0.01% | 4419 |
|
|
2023
Q1 | $211K | Buy |
8,888
+5,622
| +172% | +$149K | ﹤0.01% | 4391 |
|
|
2022
Q4 | $85.3K | Sell |
3,266
-2,605
| -44% | -$69.9K | ﹤0.01% | 4614 |
|
|
2022
Q3 | $138K | Buy |
5,871
+1,679
| +40% | +$42.4K | ﹤0.01% | 4441 |
|
|
2022
Q2 | $107K | Sell |
4,192
-24,619
| -85% | -$631K | ﹤0.01% | 4604 |
|
|
2022
Q1 | $771K | Sell |
28,811
-11,998
| -29% | -$353K | ﹤0.01% | 4098 |
|
|
2021
Q4 | $1.22M | Sell |
40,809
-264,591
| -87% | -$7.69M | ﹤0.01% | 3961 |
|
|
2021
Q3 | $8.37M | Buy |
305,400
+27,188
| +10% | +$730K | ﹤0.01% | 2375 |
|
|
2021
Q2 | $7.34M | Buy |
278,212
+4,920
| +2% | +$138K | ﹤0.01% | 2501 |
|
|
2021
Q1 | $7.81M | Sell |
273,292
-52,024
| -16% | -$1.32M | ﹤0.01% | 2417 |
|
|
2020
Q4 | $6.7M | Sell |
325,316
-44,206
| -12% | -$793K | ﹤0.01% | 2458 |
|
|
2020
Q3 | $5.31M | Sell |
369,522
-16,322
| -4% | -$254K | ﹤0.01% | 2446 |
|
|
2020
Q2 | $6.23M | Buy |
385,844
+5,806
| +2% | +$93.1K | ﹤0.01% | 2267 |
|
|
2020
Q1 | $6.2M | Sell |
380,038
-67,567
| -15% | -$1.55M | ﹤0.01% | 2067 |
|
|
2019
Q4 | $12M | Sell |
447,605
-7,540
| -2% | -$195K | ﹤0.01% | 1835 |
|
|
2019
Q3 | $11.6M | Buy |
455,145
+8,319
| +2% | +$215K | ﹤0.01% | 1834 |
|
|
2019
Q2 | $11.7M | Buy |
446,826
+192,707
| +76% | +$4.84M | ﹤0.01% | 1844 |
|
|
2019
Q1 | $6.22M | Buy |
254,119
+13,327
| +6% | +$325K | ﹤0.01% | 2343 |
|
|
2018
Q4 | $5.19M | Buy |
240,792
+5,074
| +2% | +$123K | ﹤0.01% | 2404 |
|
|
2018
Q3 | $6.23M | Sell |
235,718
-42,749
| -15% | -$1.19M | ﹤0.01% | 2468 |
|
|
2018
Q2 | $7.66M | Buy |
278,467
+102,009
| +58% | +$2.93M | ﹤0.01% | 2286 |
|
|
2018
Q1 | $4.89M | Buy |
176,458
+24,134
| +16% | +$676K | ﹤0.01% | 2642 |
|
|
2017
Q4 | $4.27M | Buy |
152,324
+31,540
| +26% | +$933K | ﹤0.01% | 2720 |
|
|
2017
Q3 | $3.87M | Buy |
120,784
+5,411
| +5% | +$162K | ﹤0.01% | 2757 |
|
|
2017
Q2 | $3.46M | Buy |
115,373
+14,067
| +14% | +$404K | ﹤0.01% | 2749 |
|
|
2017
Q1 | $2.62M | Buy |
101,306
+2,073
| +2% | +$58.1K | ﹤0.01% | 2981 |
|
|
2016
Q4 | $3.07M | Sell |
99,233
-9,933
| -9% | -$265K | ﹤0.01% | 2809 |
|
|
2016
Q3 | $2.55M | Buy |
109,166
+2,649
| +2% | +$59.1K | ﹤0.01% | 2774 |
|
|
2016
Q2 | $2.24M | Buy |
106,517
+4,083
| +4% | +$81.2K | ﹤0.01% | 2885 |
|
|
2016
Q1 | $2M | Buy |
102,434
+4,012
| +4% | +$77.7K | ﹤0.01% | 2918 |
|
|
2015
Q4 | $2.05M | Buy |
98,422
+5,089
| +5% | +$103K | ﹤0.01% | 2972 |
|
|
2015
Q3 | $1.79M | Buy |
93,333
+16,043
| +21% | +$316K | ﹤0.01% | 3080 |
|
|
2015
Q2 | $1.57M | Buy |
77,290
+11,591
| +18% | +$228K | ﹤0.01% | 3251 |
|
|
2015
Q1 | $1.3M | Buy |
65,699
+2,045
| +3% | +$39.4K | ﹤0.01% | 3339 |
|
|
2014
Q4 | $1.29M | Buy |
63,654
+856
| +1% | +$17K | ﹤0.01% | 3335 |
|
|
2014
Q3 | $1.18M | Buy |
62,798
+3,964
| +7% | +$77.1K | ﹤0.01% | 3366 |
|
|
2014
Q2 | $1.22M | Buy |
58,834
+12,497
| +27% | +$250K | ﹤0.01% | 3387 |
|
|
2014
Q1 | $951K | Sell |
46,337
-12,894
| -22% | -$250K | ﹤0.01% | 3535 |
|
|
2013
Q4 | $1.23M | Sell |
59,231
-12,629
| -18% | -$252K | ﹤0.01% | 3281 |
|
|
2013
Q3 | $1.35M | Sell |
71,860
-35,234
| -33% | -$697K | ﹤0.01% | 3163 |
|
|
2013
Q2 | $2.04M | Buy |
+107,094
| New | +$1.9M | ﹤0.01% | 2803 |
|
Other funds holding UVSP
VCM
