Farther Finance Advisors’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 | $8.97K | Buy |
154
+51
| +50% | +$2.97K | ﹤0.01% | 3122 |
|
2025
Q1 | $5.77K | Buy |
103
+17
| +20% | +$952 | ﹤0.01% | 2988 |
|
2024
Q4 | $4.72K | Sell |
86
-8
| -9% | -$439 | ﹤0.01% | 2695 |
|
2024
Q3 | $4.99K | Sell |
94
-3
| -3% | -$159 | ﹤0.01% | 2642 |
|
2024
Q2 | $4.62K | Sell |
97
-10
| -9% | -$476 | ﹤0.01% | 2430 |
|
2024
Q1 | $5.46K | Buy |
107
+27
| +34% | +$1.38K | ﹤0.01% | 2033 |
|
2023
Q4 | $5.39K | Sell |
80
-12
| -13% | -$808 | ﹤0.01% | 1932 |
|
2023
Q3 | $4.34K | Hold |
92
| – | – | ﹤0.01% | 1560 |
|
2023
Q2 | $4.59K | Hold |
92
| – | – | ﹤0.01% | 1460 |
|
2023
Q1 | $4.87K | Hold |
92
| – | – | ﹤0.01% | 1348 |
|
2022
Q4 | $4.86K | Buy |
+92
| New | +$4.86K | ﹤0.01% | 1179 |
|