Hemington Wealth Management’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
$0 Sell
25
-1
-4% ﹤0.01% 1726
2025
Q1
$0 Sell
26
-3
-10% ﹤0.01% 1767
2024
Q4
$0 Hold
29
﹤0.01% 1799
2024
Q3
$0 Buy
+29
New ﹤0.01% 1757