AE Wealth Management’s Universal Corp UVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$336K	Buy	6,384 +95	+2%	+$5.11K	﹤0.01%	1316
2025 Q4	$332K	Sell	6,289 -521	-8%	-$27.7K	﹤0.01%	1264
2025 Q3	$380K	Buy	6,810 +2,961	+77%	+$164K	﹤0.01%	1083
2025 Q2	$224K	Buy	3,849 +114	+3%	+$6.57K	﹤0.01%	1252
2025 Q1	$209K	Sell	3,735 -4	-0.1%	-$213	﹤0.01%	1261
2024 Q4	$205K	Sell	3,739 -1,544	-29%	-$82.8K	﹤0.01%	1264
2024 Q3	$281K	Sell	5,283 -117	-2%	-$6.05K	﹤0.01%	1052
2024 Q2	$260K	Buy	5,400 +467	+9%	+$23.3K	﹤0.01%	1077
2024 Q1	$255K	Sell	4,933 -10	-0.2%	-$544	﹤0.01%	1015
2023 Q4	$289K	Buy	4,943 +134	+3%	+$7.18K	﹤0.01%	1723
2023 Q3	$227K	Sell	4,809 -1,537	-24%	-$74.2K	﹤0.01%	1733
2023 Q2	$317K	Buy	6,346 +57	+0.9%	+$3K	﹤0.01%	1594
2023 Q1	$333K	Sell	6,289 -44	-0.7%	-$2.31K	﹤0.01%	1504
2022 Q4	$334K	Buy	6,333 +611	+11%	+$31.8K	﹤0.01%	1461
2022 Q3	$263K	Buy	+5,722	New	+$300K	﹤0.01%	1522