UNIVEST FINANCIAL CORPORATIO

Ticker: UVSP CUSIP: 915271100 Class: Common Stock

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 23,512 Value ($000) $770 Avg Close $31.32 Range $28.04 - $35.65
Q3 2025
Shares 24,172 Value ($000) $726 Avg Close $30.71 Range $27.91 - $32.86
Q2 2025
Shares 20,688 Value ($000) $1 Avg Close $29.11 Range $22.83 - $31.78
Q1 2025
Shares 11,933 Value ($000) $0 Avg Close $29.59 Range $27.11 - $31.79
Q4 2024
Shares 11,930 Value ($000) $330 Avg Close $29.72 Range $25.92 - $32.75
Q3 2024
Shares 12,927 Value ($000) $0 Avg Close $26.66 Range $21.73 - $29.49
Q2 2024
Shares 12,924 Value ($000) $295 Avg Close $21.13 Range $18.41 - $23.10
Q1 2024
Shares 12,493 Value ($000) $260 Avg Close $20.32 Range $19.11 - $22.34
Q3 2023
Shares 10,085 Value ($000) $175 Avg Close $18.41 Range $16.86 - $20.75
Q2 2023
Shares 11,049 Value ($000) $200 Avg Close $19.59 Range $16.11 - $24.46
Q1 2023
Shares 13,780 Value ($000) $327 Avg Close $26.47 Range $23.03 - $29.05
Q4 2022
Shares 13,768 Value ($000) $360 Avg Close $26.82 Range $23.52 - $29.06
Q3 2022
Shares 13,756 Value ($000) $361 Avg Close $25.26 Range $23.48 - $27.04
Q2 2022
Shares 14,116 Value ($000) $359 Avg Close $25.65 Range $24.40 - $27.07
Q1 2022
Shares 14,100 Value ($000) $377 Avg Close $29.39 Range $26.67 - $31.93
Q4 2021
Shares 13,112 Value ($000) $392 Avg Close $29.08 Range $27.30 - $30.95
Q3 2021
Shares 10,799 Value ($000) $295 Avg Close $26.84 Range $24.65 - $28.46
Q2 2021
Shares 10,632 Value ($000) $280 Avg Close $28.09 Range $25.69 - $29.72
Q1 2021
Shares 10,631 Value ($000) $303 Avg Close $25.36 Range $20.16 - $30.14
Q3 2020
Shares 20,210 Value ($000) $290 Avg Close $15.55 Range $13.68 - $17.84
Q2 2020
Shares 21,964 Value ($000) $354 Avg Close $16.03 Range $13.20 - $19.39
Q1 2020
Shares 20,694 Value ($000) $337 Avg Close $22.88 Range $13.39 - $26.98
Q4 2019
Shares 20,692 Value ($000) $554 Avg Close $25.88 Range $24.24 - $27.54
Q3 2019
Shares 20,690 Value ($000) $527 Avg Close $25.87 Range $24.65 - $27.80
Q2 2019
Shares 20,688 Value ($000) $543 Avg Close $25.09 Range $23.53 - $26.51