Commonwealth Equity Services’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	$366K	Buy	10,670 +30	+0.3%	+$1.01K	﹤0.01%	3502
2025 Q4	$348K	Sell	10,640 -7	-0.1%	-$219	﹤0.01%	3528
2025 Q3	$320K	Sell	10,647 -42	-0.4%	-$1.29K	﹤0.01%	3579
2025 Q2	$321K	Sell	10,689 -192	-2%	-$5.59K	﹤0.01%	3521
2025 Q1	$309K	Hold	10,881	–	–	﹤0.01%	3470
2024 Q4	$321K	Hold	10,881	–	–	﹤0.01%	3350
2024 Q3	$306K	Sell	10,881 -1,086	-9%	-$28.9K	﹤0.01%	3342
2024 Q2	$273K	Sell	11,967 -137	-1%	-$2.9K	﹤0.01%	3378
2024 Q1	$252K	Buy	12,104 +267	+2%	+$5.42K	﹤0.01%	3436
2023 Q4	$261K	Sell	11,837 -89	-0.7%	-$1.67K	﹤0.01%	3293
2023 Q3	$207K	Buy	11,926 +1	+0%	+$18	﹤0.01%	3355
2023 Q2	$216K	Buy	11,925 +1	+0%	+$20	﹤0.01%	3342
2023 Q1	$283	Buy	11,924 +1,017	+9%	+$26.9K	﹤0.01%	3017
2022 Q4	$285K	Buy	10,907 +162	+2%	+$4.34K	﹤0.01%	2909
2022 Q3	$252K	Buy	10,745 +1	+0%	+$25	﹤0.01%	2965
2022 Q2	$273K	Buy	10,744 +1	+0%	+$26	﹤0.01%	2923
2022 Q1	$287K	Buy	10,743 +1	+0%	+$29	﹤0.01%	3019
2021 Q4	$321K	Hold	10,742	–	–	﹤0.01%	2916
2021 Q3	$294K	Buy	10,742 +1	+0%	+$27	﹤0.01%	2956
2021 Q2	$283K	Buy	10,741 +1	+0%	+$28	﹤0.01%	2958
2021 Q1	$307K	Buy	+10,740	New	+$272K	﹤0.01%	2741