Cerity Partners’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 | $1.4M | Buy |
24,022
+860
| +4% | +$50.1K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $1.3M | Sell |
23,162
-38,983
| -63% | -$2.18M | ﹤0.01% | 1309 |
|
|
2024
Q4 | $3.41M | Buy |
62,145
+37,141
| +149% | +$2.04M | 0.01% | 866 |
|
|
2024
Q3 | $1.33M | Buy |
25,004
+4,935
| +25% | +$262K | ﹤0.01% | 1274 |
|
|
2024
Q2 | $967K | Sell |
20,069
-510
| -2% | -$24.6K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $1.06M | Buy |
20,579
+580
| +3% | +$30K | ﹤0.01% | 1243 |
|
|
2023
Q4 | $1.35M | Buy |
+19,999
| New | +$1.35M | ﹤0.01% | 888 |
|
|
2023
Q3 | – | Sell |
-17,798
| Closed | -$889K | – | 1709 |
|
|
2023
Q2 | $889K | Buy |
17,798
+155
| +0.9% | +$7.74K | ﹤0.01% | 960 |
|
|
2023
Q1 | $1.46M | Hold |
17,643
| – | – | ﹤0.01% | 827 |
|
|
2022
Q4 | $931K | Buy |
17,643
+39
| +0.2% | +$2.06K | 0.01% | 715 |
|
|
2022
Q3 | $811K | Buy |
17,604
+2,208
| +14% | +$102K | 0.01% | 562 |
|
|
2022
Q2 | $931K | Buy |
15,396
+113
| +0.7% | +$6.83K | 0.01% | 567 |
|
|
2022
Q1 | $887K | Buy |
15,283
+29
| +0.2% | +$1.68K | 0.01% | 469 |
|
|
2021
Q4 | $838K | Buy |
15,254
+8
| +0.1% | +$439 | 0.01% | 466 |
|
|
2021
Q3 | $737K | Buy |
15,246
+4,357
| +40% | +$211K | 0.02% | 402 |
|
|
2021
Q2 | $620K | Hold |
10,889
| – | – | 0.01% | 434 |
|
|
2021
Q1 | $642K | Hold |
10,889
| – | – | 0.02% | 401 |
|
|
2020
Q4 | $529K | Hold |
10,889
| – | – | 0.02% | 402 |
|
|
2020
Q3 | $456K | Buy |
10,889
+3,568
| +49% | +$149K | 0.02% | 331 |
|
|
2020
Q2 | $311K | Hold |
7,321
| – | – | 0.02% | 347 |
|
|
2020
Q1 | $324K | Hold |
7,321
| – | – | 0.02% | 331 |
|
|
2019
Q4 | $418K | Hold |
7,321
| – | – | 0.02% | 370 |
|
|
2019
Q3 | $401K | Buy |
+7,321
| New | +$401K | 0.02% | 348 |
|