Commonwealth Equity Services’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 | $353K | Buy |
6,055
+156
| +3% | +$9.1K | ﹤0.01% | 3450 |
|
|
2025
Q1 | $331K | Sell |
5,899
-287
| -5% | -$16.1K | ﹤0.01% | 3415 |
|
|
2024
Q4 | $339K | Buy |
6,186
+250
| +4% | +$13.7K | ﹤0.01% | 3308 |
|
|
2024
Q3 | $315K | Buy |
5,936
+213
| +4% | +$11.3K | ﹤0.01% | 3306 |
|
|
2024
Q2 | $276K | Buy |
+5,723
| New | +$276K | ﹤0.01% | 3365 |
|
|
2024
Q1 | – | Sell |
-4,551
| Closed | -$306K | – | 4102 |
|
|
2023
Q4 | $306K | Sell |
4,551
-129
| -3% | -$8.67K | ﹤0.01% | 3153 |
|
|
2023
Q3 | $221K | Buy |
4,680
+140
| +3% | +$6.61K | ﹤0.01% | 3292 |
|
|
2023
Q2 | $227K | Buy |
+4,540
| New | +$227K | ﹤0.01% | 3293 |
|
|
2022
Q4 | – | Sell |
-4,799
| Closed | -$220K | – | 3805 |
|
|
2022
Q3 | $220K | Buy |
4,799
+295
| +7% | +$13.5K | ﹤0.01% | 3087 |
|
|
2022
Q2 | $272K | Buy |
4,504
+201
| +5% | +$12.1K | ﹤0.01% | 2928 |
|
|
2022
Q1 | $249K | Sell |
4,303
-546
| -11% | -$31.6K | ﹤0.01% | 3117 |
|
|
2021
Q4 | $266K | Buy |
4,849
+499
| +11% | +$27.4K | ﹤0.01% | 3072 |
|
|
2021
Q3 | $210K | Sell |
4,350
-210
| -5% | -$10.1K | ﹤0.01% | 3237 |
|
|
2021
Q2 | $259K | Sell |
4,560
-56
| -1% | -$3.18K | ﹤0.01% | 3043 |
|
|
2021
Q1 | $272K | Sell |
4,616
-1,973
| -30% | -$116K | ﹤0.01% | 2862 |
|
|
2020
Q4 | $320K | Sell |
6,589
-394
| -6% | -$19.1K | ﹤0.01% | 2517 |
|
|
2020
Q3 | $292K | Sell |
6,983
-58
| -0.8% | -$2.43K | ﹤0.01% | 2376 |
|
|
2020
Q2 | $299K | Buy |
7,041
+7
| +0.1% | +$297 | ﹤0.01% | 2279 |
|
|
2020
Q1 | $310K | Sell |
7,034
-1,605
| -19% | -$70.7K | ﹤0.01% | 2042 |
|
|
2019
Q4 | $492K | Sell |
8,639
-473
| -5% | -$26.9K | ﹤0.01% | 1920 |
|
|
2019
Q3 | $499K | Sell |
9,112
-405
| -4% | -$22.2K | ﹤0.01% | 1831 |
|
|
2019
Q2 | $578K | Sell |
9,517
-294
| -3% | -$17.9K | ﹤0.01% | 1694 |
|
|
2019
Q1 | $565K | Buy |
9,811
+98
| +1% | +$5.64K | ﹤0.01% | 1665 |
|
|
2018
Q4 | $526K | Sell |
9,713
-60
| -0.6% | -$3.25K | ﹤0.01% | 1605 |
|
|
2018
Q3 | $635K | Sell |
9,773
-418
| -4% | -$27.2K | ﹤0.01% | 1629 |
|
|
2018
Q2 | $673K | Sell |
10,191
-1,858
| -15% | -$123K | ﹤0.01% | 1543 |
|
|
2018
Q1 | $584K | Buy |
12,049
+17
| +0.1% | +$824 | ﹤0.01% | 1612 |
|
|
2017
Q4 | $632K | Sell |
12,032
-224
| -2% | -$11.8K | ﹤0.01% | 1524 |
|
|
2017
Q3 | $702K | Sell |
12,256
-660
| -5% | -$37.8K | ﹤0.01% | 1389 |
|
|
2017
Q2 | $836K | Sell |
12,916
-1,928
| -13% | -$125K | 0.01% | 1244 |
|
|
2017
Q1 | $1.05M | Sell |
14,844
-575
| -4% | -$40.7K | 0.01% | 1096 |
|
|
2016
Q4 | $983K | Sell |
15,419
-798
| -5% | -$50.9K | 0.01% | 1042 |
|
|
2016
Q3 | $944K | Buy |
16,217
+1,901
| +13% | +$111K | 0.01% | 1034 |
|
|
2016
Q2 | $827K | Sell |
14,316
-459
| -3% | -$26.5K | 0.01% | 1083 |
|
|
2016
Q1 | $839K | Buy |
14,775
+1,852
| +14% | +$105K | 0.01% | 1041 |
|
|
2015
Q4 | $725K | Buy |
12,923
+476
| +4% | +$26.7K | 0.01% | 1094 |
|
|
2015
Q3 | $617K | Buy |
12,447
+68
| +0.5% | +$3.37K | 0.01% | 1135 |
|
|
2015
Q2 | $710K | Sell |
12,379
-310
| -2% | -$17.8K | 0.01% | 1139 |
|
|
2015
Q1 | $598K | Sell |
12,689
-177
| -1% | -$8.34K | 0.01% | 1211 |
|
|
2014
Q4 | $566K | Sell |
12,866
-1,191
| -8% | -$52.4K | 0.01% | 1209 |
|
|
2014
Q3 | $624K | Sell |
14,057
-3,360
| -19% | -$149K | 0.01% | 1113 |
|
|
2014
Q2 | $964K | Sell |
17,417
-1,710
| -9% | -$94.6K | 0.01% | 888 |
|
|
2014
Q1 | $1.07M | Buy |
19,127
+252
| +1% | +$14.1K | 0.01% | 774 |
|
|
2013
Q4 | $1.03M | Buy |
18,875
+5,718
| +43% | +$312K | 0.02% | 751 |
|
|
2013
Q3 | $670K | Buy |
13,157
+408
| +3% | +$20.8K | 0.01% | 927 |
|
|
2013
Q2 | $738K | Buy |
+12,749
| New | +$738K | 0.01% | 827 |
|