Bank of Montreal’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 | $492K | Buy |
8,450
+827
| +11% | +$48.2K | ﹤0.01% | 2020 |
|
|
2025
Q1 | $427K | Buy |
+7,623
| New | +$427K | ﹤0.01% | 2051 |
|
|
2023
Q2 | – | Sell |
-4,042
| Closed | -$214K | – | 3813 |
|
|
2023
Q1 | $214K | Buy |
+4,042
| New | +$214K | ﹤0.01% | 2715 |
|
|
2022
Q3 | – | Sell |
-8,448
| Closed | -$516 | – | 3782 |
|
|
2022
Q2 | $516 | Buy |
8,448
+895
| +12% | +$55 | ﹤0.01% | 2297 |
|
|
2022
Q1 | $431K | Buy |
7,553
+703
| +10% | +$40.1K | ﹤0.01% | 2504 |
|
|
2021
Q4 | $376K | Sell |
6,850
-1,108
| -14% | -$60.8K | ﹤0.01% | 2534 |
|
|
2021
Q3 | $392K | Sell |
7,958
-146
| -2% | -$7.19K | ﹤0.01% | 2824 |
|
|
2021
Q2 | $462K | Buy |
8,104
+1,238
| +18% | +$70.6K | ﹤0.01% | 2738 |
|
|
2021
Q1 | $410K | Buy |
6,866
+187
| +3% | +$11.2K | ﹤0.01% | 2414 |
|
|
2020
Q4 | $344K | Buy |
6,679
+4,427
| +197% | +$228K | ﹤0.01% | 2488 |
|
|
2020
Q3 | $98K | Sell |
2,252
-818
| -27% | -$35.6K | ﹤0.01% | 2705 |
|
|
2020
Q2 | $127K | Buy |
3,070
+1,847
| +151% | +$76.4K | ﹤0.01% | 2623 |
|
|
2020
Q1 | $53K | Sell |
1,223
-2,609
| -68% | -$113K | ﹤0.01% | 2584 |
|
|
2019
Q4 | $219K | Buy |
3,832
+722
| +23% | +$41.3K | ﹤0.01% | 2637 |
|
|
2019
Q3 | $171K | Sell |
3,110
-153
| -5% | -$8.41K | ﹤0.01% | 2548 |
|
|
2019
Q2 | $198K | Buy |
3,263
+2,063
| +172% | +$125K | ﹤0.01% | 2502 |
|
|
2019
Q1 | $69K | Sell |
1,200
-707
| -37% | -$40.7K | ﹤0.01% | 2832 |
|
|
2018
Q4 | $104K | Buy |
1,907
+416
| +28% | +$22.7K | ﹤0.01% | 2629 |
|
|
2018
Q3 | $97K | Sell |
1,491
-4
| -0.3% | -$260 | ﹤0.01% | 2806 |
|
|
2018
Q2 | $99K | Buy |
1,495
+175
| +13% | +$11.6K | ﹤0.01% | 2819 |
|
|
2018
Q1 | $64K | Buy |
1,320
+92
| +7% | +$4.46K | ﹤0.01% | 2877 |
|
|
2017
Q4 | $65K | Sell |
1,228
-87
| -7% | -$4.61K | ﹤0.01% | 2873 |
|
|
2017
Q3 | $76K | Buy |
1,315
+247
| +23% | +$14.3K | ﹤0.01% | 2832 |
|
|
2017
Q2 | $70K | Sell |
1,068
-508
| -32% | -$33.3K | ﹤0.01% | 2827 |
|
|
2017
Q1 | $111K | Buy |
1,576
+465
| +42% | +$32.8K | ﹤0.01% | 2545 |
|
|
2016
Q4 | $60K | Hold |
1,111
| – | – | ﹤0.01% | 2762 |
|
|
2016
Q3 | $65K | Hold |
1,111
| – | – | ﹤0.01% | 2710 |
|
|
2016
Q2 | $64K | Hold |
1,111
| – | – | ﹤0.01% | 2726 |
|
|
2016
Q1 | $64K | Buy |
1,111
+351
| +46% | +$20.2K | ﹤0.01% | 2736 |
|
|
2015
Q4 | $43K | Sell |
760
-581
| -43% | -$32.9K | ﹤0.01% | 2898 |
|
|
2015
Q3 | $66K | Buy |
1,341
+126
| +10% | +$6.2K | ﹤0.01% | 2591 |
|
|
2015
Q2 | $70K | Buy |
1,215
+189
| +18% | +$10.9K | ﹤0.01% | 2681 |
|
|
2015
Q1 | $49K | Sell |
1,026
-411
| -29% | -$19.6K | ﹤0.01% | 2723 |
|
|
2014
Q4 | $63K | Sell |
1,437
-350
| -20% | -$15.3K | ﹤0.01% | 2608 |
|
|
2014
Q3 | $80K | Sell |
1,787
-565
| -24% | -$25.3K | ﹤0.01% | 2499 |
|
|
2014
Q2 | $130K | Buy |
2,352
+1,381
| +142% | +$76.3K | ﹤0.01% | 2307 |
|
|
2014
Q1 | $54K | Sell |
971
-488
| -33% | -$27.1K | ﹤0.01% | 2593 |
|
|
2013
Q4 | $80K | Buy |
1,459
+340
| +30% | +$18.6K | ﹤0.01% | 2329 |
|
|
2013
Q3 | $57K | Sell |
1,119
-15
| -1% | -$764 | ﹤0.01% | 2369 |
|
|
2013
Q2 | $66K | Buy |
+1,134
| New | +$66K | ﹤0.01% | 2240 |
|