Fulcrum Equity Management’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 | – | Sell |
-3,700
| Closed | -$207K | – | 125 |
|
|
2025
Q1 | $207K | Sell |
3,700
-555
| -13% | -$31.1K | 0.23% | 92 |
|
|
2024
Q4 | $233K | Sell |
4,255
-4,468
| -51% | -$245K | 0.23% | 97 |
|
|
2024
Q3 | $463K | Buy |
8,723
+375
| +4% | +$19.9K | 0.39% | 88 |
|
|
2024
Q2 | $402K | Sell |
8,348
-254
| -3% | -$12.2K | 0.36% | 84 |
|
|
2024
Q1 | $445K | Buy |
8,602
+1,030
| +14% | +$53.3K | 0.52% | 63 |
|
|
2023
Q4 | $510K | Sell |
7,572
-1,230
| -14% | -$82.8K | 0.63% | 40 |
|
|
2023
Q3 | $416K | Buy |
8,802
+70
| +0.8% | +$3.31K | 0.49% | 55 |
|
|
2023
Q2 | $436K | Buy |
8,732
+3,592
| +70% | +$179K | 0.51% | 49 |
|
|
2023
Q1 | $272K | Buy |
5,140
+1,038
| +25% | +$54.9K | 0.26% | 73 |
|
|
2022
Q4 | $217K | Buy |
+4,102
| New | +$217K | 0.18% | 67 |
|
|
2022
Q1 | – | Sell |
-6,986
| Closed | -$384K | – | 187 |
|
|
2021
Q4 | $384K | Sell |
6,986
-187
| -3% | -$10.3K | 0.14% | 107 |
|
|
2021
Q3 | $347K | Buy |
7,173
+245
| +4% | +$11.9K | 0.13% | 115 |
|
|
2021
Q2 | $395K | Buy |
6,928
+775
| +13% | +$44.2K | 0.15% | 118 |
|
|
2021
Q1 | $363K | Sell |
6,153
-148
| -2% | -$8.73K | 0.14% | 125 |
|
|
2020
Q4 | $306K | Sell |
6,301
-879
| -12% | -$42.7K | 0.12% | 126 |
|
|
2020
Q3 | $301K | Sell |
7,180
-7,879
| -52% | -$330K | 0.14% | 105 |
|
|
2020
Q2 | $640K | Buy |
+15,059
| New | +$640K | 0.3% | 62 |
|