Bernardo Wealth Planning LLC Univest Financial Corp Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 12,927 shares of UVSP stock, worth $382,897. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,927
Previous 12,924 0.02%
Holding current value
$382,897
Previous $295,000 25.42%
% of portfolio
0.09%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$22.22 - $29.19 $66 - $87
3 Added 0.02%
12,927 $370,000
Q2 2024

Jul 10, 2024
BUY
$18.44 - $22.93 $7,947 - $9,882
431 Added 3.45%
12,924 $295,000
Q1 2024

May 07, 2024
BUY
$19.25 - $22.06 $240,490 - $275,595
12,493 New
12,493 $260,000
Q3 2023

Oct 30, 2023
SELL
$17.03 - $20.75 $16,416 - $20,003
-964 Reduced 8.72%
10,085 $175,000
Q2 2023

Jul 21, 2023
SELL
$16.3 - $23.55 $44,515 - $64,315
-2,731 Reduced 19.82%
11,049 $199,000
Q1 2023

May 05, 2023
BUY
$23.24 - $28.72 $278 - $344
12 Added 0.09%
13,780 $327,000
Q4 2022

Jan 30, 2023
BUY
$23.85 - $28.75 $286 - $345
12 Added 0.09%
13,768 $359,000
Q3 2022

Oct 24, 2022
SELL
$23.48 - $26.96 $8,452 - $9,705
-360 Reduced 2.55%
13,756 $361,000
Q2 2022

Jul 29, 2022
BUY
$24.83 - $26.86 $397 - $429
16 Added 0.11%
14,116 $359,000
Q1 2022

May 06, 2022
BUY
$26.76 - $31.41 $26,438 - $31,033
988 Added 7.54%
14,100 $377,000
Q4 2021

Jan 27, 2022
BUY
$27.44 - $30.78 $63,468 - $71,194
2,313 Added 21.42%
13,112 $392,000
Q3 2021

Oct 15, 2021
BUY
$24.86 - $28.25 $4,151 - $4,717
167 Added 1.57%
10,799 $295,000
Q2 2021

Jul 30, 2021
BUY
$26.37 - $29.4 $26 - $29
1 Added 0.01%
10,632 $280,000
Q1 2021

Apr 23, 2021
BUY
$20.49 - $29.45 $217,829 - $313,082
10,631 New
10,631 $303,000
Q4 2020

Feb 01, 2021
SELL
$14.4 - $20.58 $291,024 - $415,921
-20,210 Closed
0 $0
Q3 2020

Oct 23, 2020
SELL
$13.76 - $17.45 $24,135 - $30,607
-1,754 Reduced 7.99%
20,210 $290,000
Q2 2020

Aug 03, 2020
BUY
$14.21 - $19.19 $18,046 - $24,371
1,270 Added 6.14%
21,964 $354,000
Q1 2020

May 01, 2020
BUY
$13.87 - $26.96 $27 - $53
2 Added 0.01%
20,694 $337,000
Q4 2019

Feb 10, 2020
BUY
$24.26 - $27.47 $48 - $54
2 Added 0.01%
20,692 $554,000
Q3 2019

Nov 04, 2019
BUY
$24.8 - $27.48 $49 - $54
2 Added 0.01%
20,690 $527,000
Q2 2019

Aug 13, 2019
BUY
$23.88 - $26.26 $494,029 - $543,266
20,688 New
20,688 $543,000

Others Institutions Holding UVSP

# of Institutions
159
Shares Held
19.6M
Call Options Held
0
Put Options Held
0
View Full List

About UNIVEST FINANCIAL Corp

UVSP Quotes by TradingView
  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $866M
  • Description
  • Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...
More about UVSP
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