Zurich Cantonal Bank’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $174K | Hold |
|
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $129K | Hold |
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|
2023
Q4 | $136K | Hold |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $147K | Hold |
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|
2022
Q4 | $162K | Sell |
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|
2022
Q3 | $158K | Hold |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $180K | Hold |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | $96K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $117K | Buy |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $51K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $42K | Hold |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $53K | Hold |
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|
2017
Q4 | $54K | Buy |
|
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|
2017
Q3 | $39K | Hold |
|
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|
2017
Q2 | $36K | Hold |
|
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|
2017
Q1 | $31K | Hold |
|
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|
2016
Q4 | $37K | Hold |
|
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|
2016
Q3 | $28K | Buy |
|
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|
2016
Q2 | $20K | Hold |
|
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|
2016
Q1 | $18K | Hold |
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|
2015
Q4 | $20K | Hold |
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|
2015
Q3 | $18K | Buy |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $14K | Buy |
|