Dynamic Technology Lab’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 | $384K | Buy |
+7,280
| New | +$392K | 0.06% | 535 |
|
|
2025
Q3 | – | Sell |
-10,840
| Closed | -$631K | – | 1240 |
|
|
2025
Q2 | $631K | Buy |
10,840
+5,060
| +88% | +$291K | 0.09% | 420 |
|
|
2025
Q1 | $324K | Buy |
+5,780
| New | +$308K | 0.05% | 672 |
|
|
2023
Q3 | – | Sell |
-12,616
| Closed | -$630K | – | 1356 |
|
|
2023
Q2 | $630K | Buy |
+12,616
| New | +$663K | 0.08% | 418 |
|
|
2023
Q1 | – | Sell |
-5,640
| Closed | -$298K | – | 1527 |
|
|
2022
Q4 | $298K | Buy |
+5,640
| New | +$293K | 0.03% | 779 |
|
|
2022
Q2 | – | Sell |
-4,620
| Closed | -$268K | – | 1558 |
|
|
2022
Q1 | $268K | Sell |
4,620
-960
| -17% | -$52.8K | 0.03% | 835 |
|
|
2021
Q4 | $307K | Buy |
+5,580
| New | +$278K | 0.03% | 788 |
|
|
2021
Q2 | – | Sell |
-3,502
| Closed | -$207K | – | 1561 |
|
|
2021
Q1 | $207K | Buy |
+3,502
| New | +$184K | 0.02% | 940 |
|
|
2020
Q2 | – | Sell |
-10,639
| Closed | -$470K | – | 1366 |
|
|
2020
Q1 | $470K | Buy |
+10,639
| New | +$531K | 0.09% | 390 |
|
|
2019
Q3 | – | Sell |
-4,420
| Closed | -$269K | – | 1315 |
|
|
2019
Q2 | $269K | Buy |
+4,420
| New | +$248K | 0.05% | 694 |
|
|
2018
Q2 | – | Sell |
-11,129
| Closed | -$540K | – | 1341 |
|
|
2018
Q1 | $540K | Buy |
11,129
+1,794
| +19% | +$89K | 0.08% | 452 |
|
|
2017
Q4 | $490K | Buy |
+9,335
| New | +$519K | 0.09% | 447 |
|
|
2014
Q4 | – | Sell |
-7,652
| Closed | -$340K | – | 887 |
|
|
2014
Q3 | $340K | Buy |
+7,652
| New | +$395K | 0.17% | 249 |
|
|
2014
Q2 | – | Sell |
-3,587
| Closed | -$200K | – | 837 |
|
|
2014
Q1 | $200K | Buy |
+3,587
| New | +$196K | 0.12% | 452 |
|
Other funds holding UVV
VPM
VCM