MassMutual Private Wealth & Trust’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
$5.83K Sell
194
-14
-7% -$421 ﹤0.01% 1574
2025
Q1
$5.9K Buy
208
+27
+15% +$766 ﹤0.01% 1525
2024
Q4
$5.34K Buy
+181
New +$5.34K ﹤0.01% 1511