Bernardo Wealth Planning’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 | $621K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $175K | Sell |
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|
2023
Q2 | $200K | Sell |
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|
2023
Q1 | $327K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $295K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $354K | Buy |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $554K | Buy |
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|
2019
Q3 | $527K | Buy |
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|
2019
Q2 | $543K | Buy |
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