Bell Investment Advisors’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 | $641 | Hold |
11
| – | – | ﹤0.01% | 1710 |
|
|
2025
Q1 | $617 | Hold |
11
| – | – | ﹤0.01% | 1691 |
|
|
2024
Q4 | $604 | Hold |
11
| – | – | ﹤0.01% | 1716 |
|
|
2024
Q3 | $585 | Hold |
11
| – | – | ﹤0.01% | 1744 |
|
|
2024
Q2 | $531 | Hold |
11
| – | – | ﹤0.01% | 1798 |
|
|
2024
Q1 | $569 | Hold |
11
| – | – | ﹤0.01% | 1777 |
|
|
2023
Q4 | $741 | Sell |
11
-10
| -48% | -$674 | ﹤0.01% | 1679 |
|
|
2023
Q3 | $992 | Sell |
21
-17
| -45% | -$803 | ﹤0.01% | 1578 |
|
|
2023
Q2 | $1.9K | Buy |
38
+28
| +280% | +$1.4K | ﹤0.01% | 1326 |
|
|
2023
Q1 | $529 | Buy |
+10
| New | +$529 | ﹤0.01% | 1797 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | – | – | 1963 |
|
|
2022
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1834 |
|