CIBC Private Wealth Group’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
8,576
+276
| +3% | +$16.1K | ﹤0.01% | 836 |
|
|
2025
Q1 | $434K | Hold |
8,300
| – | – | ﹤0.01% | 843 |
|
|
2024
Q4 | $431K | Hold |
8,300
| – | – | ﹤0.01% | 907 |
|
|
2024
Q3 | $441K | Hold |
8,300
| – | – | ﹤0.01% | 909 |
|
|
2024
Q2 | $387K | Hold |
8,300
| – | – | ﹤0.01% | 894 |
|
|
2024
Q1 | $423K | Hold |
8,300
| – | – | ﹤0.01% | 874 |
|
|
2023
Q4 | $559K | Sell |
8,300
-2
| -0% | -$135 | ﹤0.01% | 770 |
|
|
2023
Q3 | $392K | Buy |
+8,302
| New | +$392K | ﹤0.01% | 813 |
|
|
2018
Q3 | – | Sell |
-88
| Closed | -$6K | – | 1693 |
|
|
2018
Q2 | $6K | Hold |
88
| – | – | ﹤0.01% | 1690 |
|
|
2018
Q1 | $4K | Hold |
88
| – | – | ﹤0.01% | 1719 |
|
|
2017
Q4 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 1699 |
|