BWP
Bernardo Wealth Planning’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Buy |
20,688
+8,755
| +73% | +$263K | 0.13% | 62 |
|
|
2025
Q1 | $338K | Buy |
11,933
+3
| +0% | +$85 | 0.08% | 81 |
|
|
2024
Q4 | $330K | Sell |
11,930
-997
| -8% | -$27.6K | 0.08% | 83 |
|
|
2024
Q3 | $370K | Buy |
12,927
+3
| +0% | +$86 | 0.09% | 79 |
|
|
2024
Q2 | $295K | Buy |
12,924
+431
| +3% | +$9.84K | 0.08% | 80 |
|
|
2024
Q1 | $260K | Buy |
+12,493
| New | +$260K | 0.07% | 85 |
|
|
2023
Q4 | – | Sell |
-10,085
| Closed | -$175K | – | 92 |
|
|
2023
Q3 | $175K | Sell |
10,085
-964
| -9% | -$16.8K | 0.07% | 81 |
|
|
2023
Q2 | $200K | Sell |
11,049
-2,731
| -20% | -$49.4K | 0.08% | 86 |
|
|
2023
Q1 | $327K | Buy |
13,780
+12
| +0.1% | +$285 | 0.14% | 63 |
|
|
2022
Q4 | $360K | Buy |
13,768
+12
| +0.1% | +$314 | 0.17% | 61 |
|
|
2022
Q3 | $361K | Sell |
13,756
-360
| -3% | -$9.45K | 0.2% | 55 |
|
|
2022
Q2 | $359K | Buy |
14,116
+16
| +0.1% | +$407 | 0.21% | 56 |
|
|
2022
Q1 | $377K | Buy |
14,100
+988
| +8% | +$26.4K | 0.19% | 58 |
|
|
2021
Q4 | $392K | Buy |
13,112
+2,313
| +21% | +$69.2K | 0.19% | 55 |
|
|
2021
Q3 | $295K | Buy |
10,799
+167
| +2% | +$4.56K | 0.17% | 60 |
|
|
2021
Q2 | $280K | Buy |
10,632
+1
| +0% | +$26 | 0.17% | 62 |
|
|
2021
Q1 | $303K | Buy |
+10,631
| New | +$303K | 0.19% | 59 |
|
|
2020
Q4 | – | Sell |
-20,210
| Closed | -$290K | – | 177 |
|
|
2020
Q3 | $290K | Sell |
20,210
-1,754
| -8% | -$25.2K | 0.13% | 122 |
|
|
2020
Q2 | $354K | Buy |
21,964
+1,270
| +6% | +$20.5K | 0.19% | 99 |
|
|
2020
Q1 | $337K | Buy |
20,694
+2
| +0% | +$33 | 0.23% | 102 |
|
|
2019
Q4 | $554K | Buy |
20,692
+2
| +0% | +$54 | 0.34% | 70 |
|
|
2019
Q3 | $527K | Buy |
20,690
+2
| +0% | +$51 | 0.38% | 64 |
|
|
2019
Q2 | $543K | Buy |
+20,688
| New | +$543K | 0.43% | 57 |
|