Whipplewood Advisors’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	$2.61K	Sell	87 -184	-68%	-$5.53K	﹤0.01%	827
2025 Q1	$2.47K	Buy	271 +184	+211%	+$1.68K	﹤0.01%	842
2024 Q4	$2.57K	Buy	+87	New	+$2.57K	﹤0.01%	828