Zurich Cantonal Bank’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 | $435K | Buy |
14,471
+7,012
| +94% | +$211K | ﹤0.01% | 1749 |
|
|
2025
Q1 | $212K | Sell |
7,459
-4,376
| -37% | -$124K | ﹤0.01% | 2076 |
|
|
2024
Q4 | $349K | Buy |
11,835
+5,644
| +91% | +$167K | ﹤0.01% | 1844 |
|
|
2024
Q3 | $174K | Hold |
6,191
| – | – | ﹤0.01% | 2184 |
|
|
2024
Q2 | $141K | Hold |
6,191
| – | – | ﹤0.01% | 2216 |
|
|
2024
Q1 | $129K | Hold |
6,191
| – | – | ﹤0.01% | 2272 |
|
|
2023
Q4 | $136K | Hold |
6,191
| – | – | ﹤0.01% | 2295 |
|
|
2023
Q3 | $108K | Hold |
6,191
| – | – | ﹤0.01% | 2320 |
|
|
2023
Q2 | $112K | Hold |
6,191
| – | – | ﹤0.01% | 2296 |
|
|
2023
Q1 | $147K | Hold |
6,191
| – | – | ﹤0.01% | 2062 |
|
|
2022
Q4 | $162K | Sell |
6,191
-554
| -8% | -$14.5K | ﹤0.01% | 1953 |
|
|
2022
Q3 | $158K | Hold |
6,745
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q2 | $172K | Hold |
6,745
| – | – | ﹤0.01% | 1887 |
|
|
2022
Q1 | $180K | Hold |
6,745
| – | – | ﹤0.01% | 1958 |
|
|
2021
Q4 | $202K | Buy |
6,745
+3,250
| +93% | +$97.3K | ﹤0.01% | 2059 |
|
|
2021
Q3 | $96K | Buy |
+3,495
| New | +$96K | ﹤0.01% | 2364 |
|
|
2021
Q1 | – | Sell |
-7,268
| Closed | -$150K | – | 2591 |
|
|
2020
Q4 | $150K | Hold |
7,268
| – | – | ﹤0.01% | 2011 |
|
|
2020
Q3 | $104K | Hold |
7,268
| – | – | ﹤0.01% | 1969 |
|
|
2020
Q2 | $117K | Buy |
7,268
+5,341
| +277% | +$86K | ﹤0.01% | 1861 |
|
|
2020
Q1 | $31K | Hold |
1,927
| – | – | ﹤0.01% | 2169 |
|
|
2019
Q4 | $52K | Hold |
1,927
| – | – | ﹤0.01% | 2124 |
|
|
2019
Q3 | $49K | Hold |
1,927
| – | – | ﹤0.01% | 2064 |
|
|
2019
Q2 | $51K | Hold |
1,927
| – | – | ﹤0.01% | 2054 |
|
|
2019
Q1 | $47K | Hold |
1,927
| – | – | ﹤0.01% | 2057 |
|
|
2018
Q4 | $42K | Hold |
1,927
| – | – | ﹤0.01% | 2139 |
|
|
2018
Q3 | $51K | Hold |
1,927
| – | – | ﹤0.01% | 2149 |
|
|
2018
Q2 | $53K | Hold |
1,927
| – | – | ﹤0.01% | 2086 |
|
|
2018
Q1 | $53K | Hold |
1,927
| – | – | ﹤0.01% | 2032 |
|
|
2017
Q4 | $54K | Buy |
1,927
+718
| +59% | +$20.1K | ﹤0.01% | 2015 |
|
|
2017
Q3 | $39K | Hold |
1,209
| – | – | ﹤0.01% | 1959 |
|
|
2017
Q2 | $36K | Hold |
1,209
| – | – | ﹤0.01% | 1958 |
|
|
2017
Q1 | $31K | Hold |
1,209
| – | – | ﹤0.01% | 2095 |
|
|
2016
Q4 | $37K | Hold |
1,209
| – | – | ﹤0.01% | 1903 |
|
|
2016
Q3 | $28K | Buy |
1,209
+272
| +29% | +$6.3K | ﹤0.01% | 2069 |
|
|
2016
Q2 | $20K | Hold |
937
| – | – | ﹤0.01% | 2118 |
|
|
2016
Q1 | $18K | Hold |
937
| – | – | ﹤0.01% | 2134 |
|
|
2015
Q4 | $20K | Hold |
937
| – | – | ﹤0.01% | 2085 |
|
|
2015
Q3 | $18K | Buy |
937
+242
| +35% | +$4.65K | ﹤0.01% | 1545 |
|
|
2015
Q2 | $14K | Hold |
695
| – | – | ﹤0.01% | 1228 |
|
|
2015
Q1 | $14K | Buy |
+695
| New | +$14K | ﹤0.01% | 1224 |
|