EverSource Wealth Advisors’s Universal Corp UVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $41.9K | Buy |
719
+522
| +265% | +$30.4K | ﹤0.01% | 1730 |
|
2025
Q1 | $11K | Buy |
197
+49
| +33% | +$2.75K | ﹤0.01% | 2058 |
|
2024
Q4 | $8.12K | Buy |
148
+12
| +9% | +$658 | ﹤0.01% | 2107 |
|
2024
Q3 | $7.22K | Buy |
136
+3
| +2% | +$159 | ﹤0.01% | 2050 |
|
2024
Q2 | $7.11K | Buy |
133
+126
| +1,800% | +$6.73K | ﹤0.01% | 2052 |
|
2024
Q1 | $360 | Hold |
7
| – | – | ﹤0.01% | 2770 |
|
2023
Q4 | $471 | Buy |
+7
| New | +$471 | ﹤0.01% | 2536 |
|