Northwestern Mutual 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 Q1	–	Sell	-71	Closed	-$2.1K	–	3953
2024 Q4	$2.1K	Buy	+71	New	+$2.1K	﹤0.01%	3166
2017 Q3	–	Sell	-3,269	Closed	-$98K	–	2274
2017 Q2	$98K	Buy	+3,269	New	+$98K	﹤0.01%	890