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
2026 Q1	$807K	Buy	23,561 +49	+0.2%	+$1.66K	0.16%	61
2025 Q4	$770K	Sell	23,512 -660	-3%	-$20.7K	0.15%	60
2025 Q3	$726K	Buy	24,172 +3,484	+17%	+$107K	0.14%	59
2025 Q2	$621K	Buy	20,688 +8,755	+73%	+$255K	0.13%	62
2025 Q1	$338K	Buy	11,933 +3	+0%	+$89	0.08%	81
2024 Q4	$330K	Sell	11,930 -997	-8%	-$29.6K	0.08%	83
2024 Q3	$370K	Buy	12,927 +3	+0%	+$80	0.09%	79
2024 Q2	$295K	Buy	12,924 +431	+3%	+$9.11K	0.08%	80
2024 Q1	$260K	Buy	+12,493	New	+$254K	0.07%	85
2023 Q4	–	Sell	-10,085	Closed	-$175K	–	92
2023 Q3	$175K	Sell	10,085 -964	-9%	-$17.7K	0.07%	81
2023 Q2	$200K	Sell	11,049 -2,731	-20%	-$53.5K	0.08%	86
2023 Q1	$327K	Buy	13,780 +12	+0.1%	+$318	0.14%	63
2022 Q4	$360K	Buy	13,768 +12	+0.1%	+$322	0.17%	61
2022 Q3	$361K	Sell	13,756 -360	-3%	-$9.09K	0.2%	55
2022 Q2	$359K	Buy	14,116 +16	+0.1%	+$410	0.21%	56
2022 Q1	$377K	Buy	14,100 +988	+8%	+$29K	0.19%	58
2021 Q4	$392K	Buy	13,112 +2,313	+21%	+$67.3K	0.19%	55
2021 Q3	$295K	Buy	10,799 +167	+2%	+$4.48K	0.17%	60
2021 Q2	$280K	Buy	10,632 +1	+0%	+$28	0.17%	62
2021 Q1	$303K	Buy	+10,631	New	+$270K	0.19%	59
2020 Q4	–	Sell	-20,210	Closed	-$290K	–	177
2020 Q3	$290K	Sell	20,210 -1,754	-8%	-$27.3K	0.13%	122
2020 Q2	$354K	Buy	21,964 +1,270	+6%	+$20.4K	0.19%	99
2020 Q1	$337K	Buy	20,694 +2	+0%	+$46	0.23%	102
2019 Q4	$554K	Buy	20,692 +2	+0%	+$52	0.34%	70
2019 Q3	$527K	Buy	20,690 +2	+0%	+$52	0.38%	64
2019 Q2	$543K	Buy	+20,688	New	+$519K	0.43%	57