First National Trust’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	$1.55M	Hold	29,432	–	–	0.05%	213
2025 Q4	$1.55M	Hold	29,432	–	–	0.05%	206
2025 Q3	$1.64M	Hold	29,432	–	–	0.06%	206
2025 Q2	$1.71M	Sell	29,432 -204	-0.7%	-$11.7K	0.06%	196
2025 Q1	$1.66M	Hold	29,636	–	–	0.07%	196
2024 Q4	$1.63M	Buy	29,636 +9,819	+50%	+$526K	0.06%	200
2024 Q3	$1.05M	Hold	19,817	–	–	0.04%	225
2024 Q2	$955K	Buy	19,817 +4,858	+32%	+$242K	0.04%	224
2024 Q1	$774K	Buy	14,959 +5,207	+53%	+$283K	0.03%	235
2023 Q4	$657K	Buy	9,752 +4,710	+93%	+$252K	0.03%	246
2023 Q3	$238K	Sell	5,042 -90	-2%	-$4.35K	0.01%	342
2023 Q2	$256K	Hold	5,132	–	–	0.01%	334
2023 Q1	$271K	Hold	5,132	–	–	0.01%	328
2022 Q4	$271K	Hold	5,132	–	–	0.01%	317
2022 Q3	$236K	Buy	5,132 +1,162	+29%	+$60.8K	0.01%	321
2022 Q2	$240K	Hold	3,970	–	–	0.01%	332
2022 Q1	$231K	Buy	+3,970	New	+$219K	0.01%	347