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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $281K | Sell |
|
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|
2024
Q2 | $260K | Buy |
|
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|
2024
Q1 | $255K | Sell |
|
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|
2023
Q4 | $289K | Buy |
|
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|
2023
Q3 | $227K | Sell |
|
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $333K | Sell |
|
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $263K | Buy |
|