Global Retirement Partners’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 | $9.2K | Buy |
+158
| New | +$9.2K | ﹤0.01% | 2641 |
|
|
2024
Q4 | $93.8K | Sell |
1,710
-121
| -7% | -$6.64K | ﹤0.01% | 1301 |
|
|
2024
Q3 | $97.2K | Hold |
1,831
| – | – | ﹤0.01% | 1251 |
|
|
2024
Q2 | $88.2K | Sell |
1,831
-100
| -5% | -$4.82K | ﹤0.01% | 1266 |
|
|
2024
Q1 | $99.9K | Sell |
1,931
-172
| -8% | -$8.9K | ﹤0.01% | 1087 |
|
|
2023
Q4 | $124K | Buy |
2,103
+1,642
| +356% | +$96.7K | 0.01% | 942 |
|
|
2023
Q3 | $21.7K | Hold |
461
| – | – | ﹤0.01% | 1617 |
|
|
2023
Q2 | $23K | Hold |
461
| – | – | ﹤0.01% | 1619 |
|
|
2023
Q1 | $24.6K | Hold |
461
| – | – | ﹤0.01% | 1546 |
|
|
2022
Q4 | $24.3K | Hold |
461
| – | – | ﹤0.01% | 1403 |
|
|
2022
Q3 | $23K | Sell |
461
-7
| -1% | -$349 | ﹤0.01% | 1339 |
|
|
2022
Q2 | $28K | Hold |
468
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q1 | $29K | Buy |
+468
| New | +$29K | ﹤0.01% | 1205 |
|