AWM
Avior Wealth Management’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-66
| Closed | -$3.62K | – | 2263 |
|
|
2024
Q4 | $3.62K | Hold |
66
| – | – | ﹤0.01% | 1973 |
|
|
2024
Q3 | $3.51K | Hold |
66
| – | – | ﹤0.01% | 1879 |
|
|
2024
Q2 | $3.18K | Sell |
66
-5
| -7% | -$241 | ﹤0.01% | 1852 |
|
|
2024
Q1 | $3.67K | Buy |
+71
| New | +$3.67K | ﹤0.01% | 2161 |
|
|
2019
Q4 | – | Sell |
-60
| Closed | -$3K | – | 878 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 664 |
|
|
2019
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 681 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 604 |
|
|
2018
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 659 |
|
|
2018
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 653 |
|
|
2018
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 676 |
|
|
2018
Q1 | $3K | Sell |
60
-15
| -20% | -$750 | ﹤0.01% | 678 |
|
|
2017
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 666 |
|
|
2017
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 409 |
|
|
2017
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 368 |
|
|
2017
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 413 |
|
|
2016
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 395 |
|
|
2016
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 399 |
|