Creative Planning’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $619K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Sell |
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|
2019
Q3 | $217K | Buy |
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|
2019
Q2 | $233K | Buy |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $219K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $237K | Sell |
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|
2016
Q4 | $260K | Buy |
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|
2016
Q3 | $235K | Buy |
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|
2016
Q2 | $233K | Hold |
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|
2016
Q1 | $229K | Buy |
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|
2015
Q4 | $223K | Sell |
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|
2015
Q3 | $242K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $221K | Buy |
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|
2014
Q4 | $172K | Buy |
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|
2014
Q3 | $173K | Hold |
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|
2014
Q2 | $216K | Buy |
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|
2014
Q1 | $201K | Buy |
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|
2013
Q4 | $131K | Buy |
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|
2013
Q3 | $25K | Sell |
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|
2013
Q2 | $35K | Buy |
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