Carson Wealth (CWM LLC)’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Buy |
1,148
+38
| +3% | +$2.22K | ﹤0.01% | 3049 |
|
|
2025
Q1 | $62K | Buy |
1,110
+73
| +7% | +$4.08K | ﹤0.01% | 2798 |
|
|
2024
Q4 | $57K | Buy |
1,037
+324
| +45% | +$17.8K | ﹤0.01% | 2707 |
|
|
2024
Q3 | $38K | Buy |
713
+144
| +25% | +$7.68K | ﹤0.01% | 2919 |
|
|
2024
Q2 | $27K | Sell |
569
-128
| -18% | -$6.07K | ﹤0.01% | 2926 |
|
|
2024
Q1 | $36K | Buy |
697
+42
| +6% | +$2.17K | ﹤0.01% | 2524 |
|
|
2023
Q4 | $44K | Buy |
655
+274
| +72% | +$18.4K | ﹤0.01% | 2257 |
|
|
2023
Q3 | $18K | Buy |
381
+264
| +226% | +$12.5K | ﹤0.01% | 2764 |
|
|
2023
Q2 | $6K | Buy |
117
+1
| +0.9% | +$51 | ﹤0.01% | 3386 |
|
|
2023
Q1 | $6K | Buy |
116
+67
| +137% | +$3.47K | ﹤0.01% | 3240 |
|
|
2022
Q4 | $3K | Buy |
49
+21
| +75% | +$1.29K | ﹤0.01% | 3460 |
|
|
2022
Q3 | $1K | Sell |
28
-124
| -82% | -$4.43K | ﹤0.01% | 3772 |
|
|
2022
Q2 | $9K | Buy |
152
+37
| +32% | +$2.19K | ﹤0.01% | 2667 |
|
|
2022
Q1 | $7K | Buy |
115
+110
| +2,200% | +$6.7K | ﹤0.01% | 2700 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3634 |
|