Creative Planning’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 | $675K | Buy |
11,597
+2,372
| +26% | +$138K | ﹤0.01% | 2191 |
|
|
2025
Q1 | $517K | Buy |
9,225
+1,959
| +27% | +$110K | ﹤0.01% | 2247 |
|
|
2024
Q4 | $398K | Buy |
7,266
+412
| +6% | +$22.6K | ﹤0.01% | 2434 |
|
|
2024
Q3 | $364K | Buy |
6,854
+1,853
| +37% | +$98.4K | ﹤0.01% | 2367 |
|
|
2024
Q2 | $241K | Sell |
5,001
-19,001
| -79% | -$916K | ﹤0.01% | 2521 |
|
|
2024
Q1 | $1.24M | Buy |
24,002
+6,223
| +35% | +$322K | ﹤0.01% | 1197 |
|
|
2023
Q4 | $1.2M | Buy |
17,779
+4,672
| +36% | +$315K | ﹤0.01% | 1143 |
|
|
2023
Q3 | $619K | Buy |
+13,107
| New | +$619K | ﹤0.01% | 1423 |
|
|
2022
Q3 | – | Sell |
-3,348
| Closed | -$203K | – | 2330 |
|
|
2022
Q2 | $203K | Buy |
+3,348
| New | +$203K | ﹤0.01% | 1871 |
|
|
2021
Q2 | – | Sell |
-3,900
| Closed | -$230K | – | 2331 |
|
|
2021
Q1 | $230K | Buy |
+3,900
| New | +$230K | ﹤0.01% | 1949 |
|
|
2020
Q1 | – | Sell |
-3,783
| Closed | -$216K | – | 1909 |
|
|
2019
Q4 | $216K | Sell |
3,783
-169
| -4% | -$9.65K | ﹤0.01% | 1576 |
|
|
2019
Q3 | $217K | Buy |
3,952
+115
| +3% | +$6.32K | ﹤0.01% | 1551 |
|
|
2019
Q2 | $233K | Buy |
3,837
+74
| +2% | +$4.49K | ﹤0.01% | 1514 |
|
|
2019
Q1 | $217K | Buy |
+3,763
| New | +$217K | ﹤0.01% | 1524 |
|
|
2018
Q4 | – | Sell |
-3,419
| Closed | -$222K | – | 1932 |
|
|
2018
Q3 | $222K | Buy |
3,419
+104
| +3% | +$6.75K | ﹤0.01% | 1595 |
|
|
2018
Q2 | $219K | Buy |
+3,315
| New | +$219K | ﹤0.01% | 1570 |
|
|
2017
Q3 | – | Sell |
-3,355
| Closed | -$217K | – | 3529 |
|
|
2017
Q2 | $217K | Hold |
3,355
| – | – | ﹤0.01% | 1463 |
|
|
2017
Q1 | $237K | Sell |
3,355
-719
| -18% | -$50.8K | ﹤0.01% | 1384 |
|
|
2016
Q4 | $260K | Buy |
4,074
+40
| +1% | +$2.55K | ﹤0.01% | 1257 |
|
|
2016
Q3 | $235K | Buy |
4,034
+1
| +0% | +$58 | ﹤0.01% | 1309 |
|
|
2016
Q2 | $233K | Hold |
4,033
| – | – | ﹤0.01% | 1178 |
|
|
2016
Q1 | $229K | Buy |
4,033
+53
| +1% | +$3.01K | ﹤0.01% | 1138 |
|
|
2015
Q4 | $223K | Sell |
3,980
-900
| -18% | -$50.4K | ﹤0.01% | 1130 |
|
|
2015
Q3 | $242K | Buy |
+4,880
| New | +$242K | ﹤0.01% | 1079 |
|
|
2015
Q2 | – | Sell |
-4,680
| Closed | -$221K | – | 2807 |
|
|
2015
Q1 | $221K | Buy |
4,680
+778
| +20% | +$36.7K | ﹤0.01% | 1133 |
|
|
2014
Q4 | $172K | Buy |
3,902
+2
| +0.1% | +$88 | ﹤0.01% | 1230 |
|
|
2014
Q3 | $173K | Hold |
3,900
| – | – | ﹤0.01% | 1135 |
|
|
2014
Q2 | $216K | Buy |
3,900
+300
| +8% | +$16.6K | ﹤0.01% | 987 |
|
|
2014
Q1 | $201K | Buy |
3,600
+1,200
| +50% | +$67K | ﹤0.01% | 996 |
|
|
2013
Q4 | $131K | Buy |
2,400
+1,900
| +380% | +$104K | ﹤0.01% | 1053 |
|
|
2013
Q3 | $25K | Sell |
500
-100
| -17% | -$5K | ﹤0.01% | 1974 |
|
|
2013
Q2 | $35K | Buy |
+600
| New | +$35K | ﹤0.01% | 1589 |
|