First National Trust’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 | $1.71M | Sell |
29,432
-204
| -0.7% | -$11.9K | 0.06% | 196 |
|
|
2025
Q1 | $1.66M | Hold |
29,636
| – | – | 0.07% | 196 |
|
|
2024
Q4 | $1.63M | Buy |
29,636
+9,819
| +50% | +$538K | 0.06% | 200 |
|
|
2024
Q3 | $1.05M | Hold |
19,817
| – | – | 0.04% | 225 |
|
|
2024
Q2 | $955K | Buy |
19,817
+4,858
| +32% | +$234K | 0.04% | 224 |
|
|
2024
Q1 | $774K | Buy |
14,959
+5,207
| +53% | +$269K | 0.03% | 235 |
|
|
2023
Q4 | $657K | Buy |
9,752
+4,710
| +93% | +$317K | 0.03% | 246 |
|
|
2023
Q3 | $238K | Sell |
5,042
-90
| -2% | -$4.25K | 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% | +$53.4K | 0.01% | 321 |
|
|
2022
Q2 | $240K | Hold |
3,970
| – | – | 0.01% | 332 |
|
|
2022
Q1 | $231K | Buy |
+3,970
| New | +$231K | 0.01% | 347 |
|