Wells Fargo’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 | $607K | Buy |
20,214
+910
| +5% | +$27.3K | ﹤0.01% | 3654 |
|
|
2025
Q1 | $547K | Buy |
19,304
+606
| +3% | +$17.2K | ﹤0.01% | 3619 |
|
|
2024
Q4 | $552K | Buy |
18,698
+3,701
| +25% | +$109K | ﹤0.01% | 3653 |
|
|
2024
Q3 | $422K | Buy |
14,997
+568
| +4% | +$16K | ﹤0.01% | 3738 |
|
|
2024
Q2 | $329K | Buy |
14,429
+3,964
| +38% | +$90.5K | ﹤0.01% | 3833 |
|
|
2024
Q1 | $218K | Sell |
10,465
-2,078
| -17% | -$43.3K | ﹤0.01% | 4057 |
|
|
2023
Q4 | $276K | Buy |
12,543
+1,764
| +16% | +$38.9K | ﹤0.01% | 3891 |
|
|
2023
Q3 | $187K | Sell |
10,779
-3,482
| -24% | -$60.5K | ﹤0.01% | 4082 |
|
|
2023
Q2 | $258K | Buy |
14,261
+5,373
| +60% | +$97.1K | ﹤0.01% | 4188 |
|
|
2023
Q1 | $211K | Buy |
8,888
+5,622
| +172% | +$133K | ﹤0.01% | 4129 |
|
|
2022
Q4 | $85.3K | Sell |
3,266
-2,605
| -44% | -$68.1K | ﹤0.01% | 4320 |
|
|
2022
Q3 | $138K | Buy |
5,871
+1,679
| +40% | +$39.5K | ﹤0.01% | 4155 |
|
|
2022
Q2 | $107K | Sell |
4,192
-24,619
| -85% | -$628K | ﹤0.01% | 4348 |
|
|
2022
Q1 | $771K | Sell |
28,811
-11,998
| -29% | -$321K | ﹤0.01% | 3854 |
|
|
2021
Q4 | $1.22M | Sell |
40,809
-264,591
| -87% | -$7.92M | ﹤0.01% | 3712 |
|
|
2021
Q3 | $8.37M | Buy |
305,400
+27,188
| +10% | +$745K | ﹤0.01% | 2287 |
|
|
2021
Q2 | $7.34M | Buy |
278,212
+4,920
| +2% | +$130K | ﹤0.01% | 2413 |
|
|
2021
Q1 | $7.81M | Sell |
273,292
-52,024
| -16% | -$1.49M | ﹤0.01% | 2319 |
|
|
2020
Q4 | $6.7M | Sell |
325,316
-44,206
| -12% | -$910K | ﹤0.01% | 2438 |
|
|
2020
Q3 | $5.31M | Sell |
369,522
-16,322
| -4% | -$235K | ﹤0.01% | 2422 |
|
|
2020
Q2 | $6.23M | Buy |
385,844
+5,806
| +2% | +$93.7K | ﹤0.01% | 2243 |
|
|
2020
Q1 | $6.2M | Sell |
380,038
-67,567
| -15% | -$1.1M | ﹤0.01% | 2039 |
|
|
2019
Q4 | $12M | Sell |
447,605
-7,540
| -2% | -$202K | ﹤0.01% | 1828 |
|
|
2019
Q3 | $11.6M | Buy |
455,145
+8,319
| +2% | +$212K | ﹤0.01% | 1824 |
|
|
2019
Q2 | $11.7M | Buy |
446,826
+192,707
| +76% | +$5.06M | ﹤0.01% | 1837 |
|
|
2019
Q1 | $6.22M | Buy |
254,119
+13,327
| +6% | +$326K | ﹤0.01% | 2336 |
|
|
2018
Q4 | $5.19M | Buy |
240,792
+5,074
| +2% | +$109K | ﹤0.01% | 2379 |
|
|
2018
Q3 | $6.23M | Sell |
235,718
-42,749
| -15% | -$1.13M | ﹤0.01% | 2452 |
|
|
2018
Q2 | $7.66M | Buy |
278,467
+102,009
| +58% | +$2.81M | ﹤0.01% | 2272 |
|
|
2018
Q1 | $4.89M | Buy |
176,458
+24,134
| +16% | +$669K | ﹤0.01% | 2618 |
|
|
2017
Q4 | $4.27M | Buy |
152,324
+31,540
| +26% | +$885K | ﹤0.01% | 2696 |
|
|
2017
Q3 | $3.87M | Buy |
120,784
+5,411
| +5% | +$173K | ﹤0.01% | 2729 |
|
|
2017
Q2 | $3.46M | Buy |
115,373
+14,067
| +14% | +$421K | ﹤0.01% | 2726 |
|
|
2017
Q1 | $2.62M | Buy |
101,306
+2,073
| +2% | +$53.7K | ﹤0.01% | 2951 |
|
|
2016
Q4 | $3.07M | Sell |
99,233
-9,933
| -9% | -$307K | ﹤0.01% | 2778 |
|
|
2016
Q3 | $2.55M | Buy |
109,166
+2,649
| +2% | +$61.9K | ﹤0.01% | 2742 |
|
|
2016
Q2 | $2.24M | Buy |
106,517
+4,083
| +4% | +$85.8K | ﹤0.01% | 2856 |
|
|
2016
Q1 | $2M | Buy |
102,434
+4,012
| +4% | +$78.3K | ﹤0.01% | 2886 |
|
|
2015
Q4 | $2.05M | Buy |
98,422
+5,089
| +5% | +$106K | ﹤0.01% | 2929 |
|
|
2015
Q3 | $1.79M | Buy |
93,333
+16,043
| +21% | +$308K | ﹤0.01% | 3027 |
|
|
2015
Q2 | $1.57M | Buy |
77,290
+11,591
| +18% | +$236K | ﹤0.01% | 3215 |
|
|
2015
Q1 | $1.3M | Buy |
65,699
+2,045
| +3% | +$40.5K | ﹤0.01% | 3297 |
|
|
2014
Q4 | $1.29M | Buy |
63,654
+856
| +1% | +$17.3K | ﹤0.01% | 3292 |
|
|
2014
Q3 | $1.18M | Buy |
62,798
+3,964
| +7% | +$74.4K | ﹤0.01% | 3338 |
|
|
2014
Q2 | $1.22M | Buy |
58,834
+12,497
| +27% | +$259K | ﹤0.01% | 3351 |
|
|
2014
Q1 | $951K | Sell |
46,337
-12,894
| -22% | -$265K | ﹤0.01% | 3498 |
|
|
2013
Q4 | $1.23M | Sell |
59,231
-12,629
| -18% | -$261K | ﹤0.01% | 3263 |
|
|
2013
Q3 | $1.35M | Sell |
71,860
-35,234
| -33% | -$664K | ﹤0.01% | 3147 |
|
|
2013
Q2 | $2.04M | Buy |
+107,094
| New | +$2.04M | ﹤0.01% | 2795 |
|