Charles Schwab’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.2M | Sell |
478,025
-46,916
| -9% | -$2.52M | ﹤0.01% | 1607 |
|
|
2025
Q4 | $27.7M | Sell |
524,941
-19,185
| -4% | -$1.02M | ﹤0.01% | 1544 |
|
|
2025
Q3 | $30.4M | Sell |
544,126
-8,206
| -1% | -$454K | ﹤0.01% | 1470 |
|
|
2025
Q2 | $32.2M | Sell |
552,332
-30,198
| -5% | -$1.74M | 0.01% | 1390 |
|
|
2025
Q1 | $32.7M | Buy |
582,530
+7,402
| +1% | +$395K | 0.01% | 1351 |
|
|
2024
Q4 | $31.5M | Buy |
575,128
+32,445
| +6% | +$1.74M | 0.01% | 1430 |
|
|
2024
Q3 | $28.8M | Buy |
542,683
+24,089
| +5% | +$1.25M | 0.01% | 1485 |
|
|
2024
Q2 | $25M | Buy |
518,594
+15,717
| +3% | +$784K | ﹤0.01% | 1524 |
|
|
2024
Q1 | $26M | Buy |
502,877
+19,702
| +4% | +$1.07M | 0.01% | 1457 |
|
|
2023
Q4 | $32.5M | Buy |
483,175
+5,930
| +1% | +$318K | 0.01% | 1286 |
|
|
2023
Q3 | $22.5M | Buy |
477,245
+7,555
| +2% | +$365K | 0.01% | 1430 |
|
|
2023
Q2 | $23.5M | Sell |
469,690
-733
| -0.2% | -$38.5K | 0.01% | 1385 |
|
|
2023
Q1 | $24.9M | Buy |
470,423
+4,225
| +0.9% | +$222K | 0.01% | 1303 |
|
|
2022
Q4 | $24.6M | Sell |
466,198
-14,064
| -3% | -$732K | 0.01% | 1290 |
|
|
2022
Q3 | $22.1M | Buy |
480,262
+3,415
| +0.7% | +$179K | 0.01% | 1293 |
|
|
2022
Q2 | $28.9M | Buy |
476,847
+25,918
| +6% | +$1.55M | 0.01% | 1124 |
|
|
2022
Q1 | $26.2M | Buy |
450,929
+17,582
| +4% | +$968K | 0.01% | 1334 |
|
|
2021
Q4 | $23.8M | Buy |
433,347
+15,990
| +4% | +$797K | 0.01% | 1444 |
|
|
2021
Q3 | $20.2M | Buy |
417,357
+25,840
| +7% | +$1.31M | 0.01% | 1578 |
|
|
2021
Q2 | $22.3M | Buy |
391,517
+17,969
| +5% | +$1.04M | 0.01% | 1504 |
|
|
2021
Q1 | $22M | Buy |
373,548
+7,521
| +2% | +$395K | 0.01% | 1453 |
|
|
2020
Q4 | $17.8M | Buy |
366,027
+3,501
| +1% | +$158K | 0.01% | 1489 |
|
|
2020
Q3 | $15.2M | Sell |
362,526
-9,826
| -3% | -$421K | 0.01% | 1398 |
|
|
2020
Q2 | $15.8M | Sell |
372,352
-43,656
| -10% | -$1.92M | 0.01% | 1341 |
|
|
2020
Q1 | $18.4M | Buy |
416,008
+2,568
| +0.6% | +$128K | 0.01% | 1074 |
|
|
2019
Q4 | $23.6M | Buy |
413,440
+13,774
| +3% | +$744K | 0.01% | 1093 |
|
|
2019
Q3 | $21.9M | Buy |
399,666
+35,006
| +10% | +$1.96M | 0.01% | 1080 |
|
|
2019
Q2 | $22.2M | Buy |
364,660
+3,428
| +0.9% | +$192K | 0.01% | 1064 |
|
|
2019
Q1 | $20.8M | Buy |
361,232
+22,534
| +7% | +$1.29M | 0.01% | 1077 |
|
|
2018
Q4 | $18.3M | Sell |
338,698
-14,184
| -4% | -$914K | 0.01% | 1043 |
|
|
2018
Q3 | $22.9M | Buy |
352,882
+23,355
| +7% | +$1.49M | 0.02% | 1060 |
|
|
2018
Q2 | $21.8M | Buy |
329,527
+50,768
| +18% | +$2.81M | 0.02% | 1015 |
|
|
2018
Q1 | $13.5M | Buy |
278,759
+21,051
| +8% | +$1.04M | 0.01% | 1280 |
|
|
2017
Q4 | $13.5M | Buy |
257,708
+14,872
| +6% | +$826K | 0.01% | 1280 |
|
|
2017
Q3 | $13.9M | Sell |
242,836
-2,922
| -1% | -$175K | 0.01% | 1180 |
|
|
2017
Q2 | $15.9M | Buy |
245,758
+20,760
| +9% | +$1.44M | 0.01% | 1033 |
|
|
2017
Q1 | $15.9M | Buy |
224,998
+44,275
| +24% | +$3.09M | 0.02% | 973 |
|
|
2016
Q4 | $11.5M | Sell |
180,723
-8,052
| -4% | -$460K | 0.01% | 1154 |
|
|
2016
Q3 | $11M | Buy |
188,775
+8,725
| +5% | +$515K | 0.01% | 1100 |
|
|
2016
Q2 | $10.4M | Sell |
180,050
-4,679
| -3% | -$258K | 0.01% | 1039 |
|
|
2016
Q1 | $10.5M | Sell |
184,729
-65,181
| -26% | -$3.54M | 0.01% | 1017 |
|
|
2015
Q4 | $14M | Sell |
249,910
-2,120
| -0.8% | -$116K | 0.02% | 817 |
|
|
2015
Q3 | $12.5M | Buy |
252,030
+38,834
| +18% | +$2.04M | 0.02% | 841 |
|
|
2015
Q2 | $12.2M | Buy |
213,196
+64,614
| +43% | +$3.27M | 0.02% | 877 |
|
|
2015
Q1 | $7.01M | Buy |
148,582
+7,412
| +5% | +$328K | 0.01% | 1255 |
|
|
2014
Q4 | $6.21M | Buy |
141,170
+7,795
| +6% | +$328K | 0.01% | 1270 |
|
|
2014
Q3 | $5.92M | Buy |
133,375
+7,655
| +6% | +$395K | 0.01% | 1223 |
|
|
2014
Q2 | $6.96M | Buy |
125,720
+9,653
| +8% | +$526K | 0.01% | 1124 |
|
|
2014
Q1 | $6.49M | Sell |
116,067
-37,536
| -24% | -$2.05M | 0.01% | 1116 |
|
|
2013
Q4 | $8.39M | Sell |
153,603
-37,910
| -20% | -$1.97M | 0.02% | 845 |
|
|
2013
Q3 | $9.8M | Sell |
191,513
-31,837
| -14% | -$1.76M | 0.02% | 652 |
|
|
2013
Q2 | $13M | Buy |
+223,350
| New | +$13M | 0.03% | 492 |
|
Other funds holding UVV
VPM
VCM
