Bogart Wealth LLC’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 | $17.5K | Hold |
300
| – | – | ﹤0.01% | 661 |
|
2025
Q1 | $16.8K | Hold |
300
| – | – | ﹤0.01% | 621 |
|
2024
Q4 | $16.5K | Hold |
300
| – | – | ﹤0.01% | 620 |
|
2024
Q3 | $15.9K | Hold |
300
| – | – | ﹤0.01% | 589 |
|
2024
Q2 | $14.5K | Hold |
300
| – | – | ﹤0.01% | 594 |
|
2024
Q1 | $15.5K | Hold |
300
| – | – | ﹤0.01% | 561 |
|
2023
Q4 | $20.2K | Hold |
300
| – | – | ﹤0.01% | 504 |
|
2023
Q3 | $14.2K | Hold |
300
| – | – | ﹤0.01% | 533 |
|
2023
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 514 |
|
2023
Q1 | $15.9K | Hold |
300
| – | – | ﹤0.01% | 500 |
|
2022
Q4 | $15.8K | Hold |
300
| – | – | ﹤0.01% | 468 |
|
2022
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 491 |
|
2022
Q2 | $18K | Buy |
+300
| New | +$18K | ﹤0.01% | 435 |
|