AE Wealth Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
3,849
+114
| +3% | +$6.64K | ﹤0.01% | 1252 |
|
|
2025
Q1 | $209K | Sell |
3,735
-4
| -0.1% | -$224 | ﹤0.01% | 1261 |
|
|
2024
Q4 | $205K | Sell |
3,739
-1,544
| -29% | -$84.7K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $281K | Sell |
5,283
-117
| -2% | -$6.21K | ﹤0.01% | 1052 |
|
|
2024
Q2 | $260K | Buy |
5,400
+467
| +9% | +$22.5K | ﹤0.01% | 1076 |
|
|
2024
Q1 | $255K | Sell |
4,933
-10
| -0.2% | -$517 | ﹤0.01% | 1015 |
|
|
2023
Q4 | $289K | Buy |
4,943
+134
| +3% | +$7.83K | ﹤0.01% | 1720 |
|
|
2023
Q3 | $227K | Sell |
4,809
-1,537
| -24% | -$72.6K | ﹤0.01% | 1731 |
|
|
2023
Q2 | $317K | Buy |
6,346
+57
| +0.9% | +$2.85K | ﹤0.01% | 1591 |
|
|
2023
Q1 | $333K | Sell |
6,289
-44
| -0.7% | -$2.33K | ﹤0.01% | 1502 |
|
|
2022
Q4 | $334K | Buy |
6,333
+611
| +11% | +$32.3K | ﹤0.01% | 1458 |
|
|
2022
Q3 | $263K | Buy |
+5,722
| New | +$263K | ﹤0.01% | 1519 |
|