Univest Corp. of PA shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Univest Corp. of PA (UVSP) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Univest Corp. of PA
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Quarterly reported holdings in Univest Corp. of PA by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $370k | 13k | 28.62 |
| 2024-06-30 | $295k | 13k | 22.83 |
| 2024-03-31 | $260k | 13k | 20.82 |
| 2023-09-30 | $175k | 10k | 17.38 |
| 2023-06-30 | $200k | 11k | 18.08 |
| 2023-03-31 | $327k | 14k | 23.74 |
| 2022-12-31 | $360k | 14k | 26.13 |
| 2022-09-30 | $361k | 14k | 26.24 |
| 2022-06-30 | $359k | 14k | 25.43 |
| 2022-03-31 | $377k | 14k | 26.74 |
| 2021-12-31 | $392k | 13k | 29.90 |
| 2021-09-30 | $295k | 11k | 27.32 |
| 2021-06-30 | $280k | 11k | 26.34 |
| 2021-03-31 | $303k | 11k | 28.50 |
| 2020-09-30 | $290k | 20k | 14.35 |
| 2020-06-30 | $354k | 22k | 16.12 |
| 2020-03-31 | $337k | 21k | 16.28 |
| 2019-12-31 | $554k | 21k | 26.77 |
| 2019-09-30 | $527k | 21k | 25.47 |
| 2019-06-30 | $543k | 21k | 26.25 |