Cornerstone Investment Partners’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	$210K	Buy	+6,996	New	+$210K	0.01%	155
2025 Q1	–	Sell	-7,595	Closed	-$224K	–	265
2024 Q4	$224K	Buy	7,595 +5	+0.1%	+$148	0.01%	164
2024 Q3	$214K	Buy	+7,590	New	+$214K	0.01%	161