Heritage Wealth 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 | $1.04M | Buy |
17,793
+5,474
| +44% | +$319K | 0.05% | 80 |
|
|
2025
Q1 | $690K | Sell |
12,319
-14,286
| -54% | -$801K | 0.04% | 100 |
|
|
2024
Q4 | $1.46M | Buy |
26,605
+189
| +0.7% | +$10.4K | 0.07% | 67 |
|
|
2024
Q3 | $1.4M | Buy |
26,416
+191
| +0.7% | +$10.1K | 0.07% | 71 |
|
|
2024
Q2 | $1.26M | Buy |
26,225
+4,494
| +21% | +$217K | 0.06% | 73 |
|
|
2024
Q1 | $1.12M | Buy |
21,731
+98
| +0.5% | +$5.07K | 0.05% | 82 |
|
|
2023
Q4 | $1.46M | Buy |
21,633
+109
| +0.5% | +$7.34K | 0.07% | 67 |
|
|
2023
Q3 | $1.02M | Buy |
21,524
+115
| +0.5% | +$5.43K | 0.06% | 78 |
|
|
2023
Q2 | $1.07M | Buy |
21,409
+2,984
| +16% | +$149K | 0.06% | 81 |
|
|
2023
Q1 | $974K | Buy |
18,425
+58
| +0.3% | +$3.07K | 0.05% | 84 |
|
|
2022
Q4 | $970K | Buy |
18,367
+55
| +0.3% | +$2.91K | 0.06% | 84 |
|
|
2022
Q3 | $843K | Buy |
18,312
+54
| +0.3% | +$2.49K | 0.06% | 85 |
|
|
2022
Q2 | $1.11M | Buy |
18,258
+1,171
| +7% | +$70.9K | 0.08% | 71 |
|
|
2022
Q1 | $992K | Buy |
17,087
+40
| +0.2% | +$2.32K | 0.05% | 85 |
|
|
2021
Q4 | $936K | Buy |
17,047
+41
| +0.2% | +$2.25K | 0.05% | 101 |
|
|
2021
Q3 | $822K | Buy |
17,006
+38
| +0.2% | +$1.84K | 0.05% | 100 |
|
|
2021
Q2 | $967K | Buy |
16,968
+1,079
| +7% | +$61.5K | 0.06% | 85 |
|
|
2021
Q1 | $937K | Hold |
15,889
| – | – | 0.06% | 87 |
|
|
2020
Q4 | $772K | Hold |
15,889
| – | – | 0.05% | 103 |
|
|
2020
Q3 | $665K | Hold |
15,889
| – | – | 0.09% | 82 |
|
|
2020
Q2 | $675K | Buy |
15,889
+14,682
| +1,216% | +$624K | 0.09% | 73 |
|
|
2020
Q1 | $53.4K | Hold |
1,207
| – | – | 0.01% | 249 |
|
|
2019
Q4 | $68.9K | Hold |
1,207
| – | – | 0.01% | 275 |
|
|
2019
Q3 | $66K | Hold |
1,207
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $73.4K | Buy |
1,207
+684
| +131% | +$41.6K | 0.01% | 222 |
|
|
2019
Q1 | $30.2K | Hold |
523
| – | – | 0.01% | 266 |
|
|
2018
Q4 | $28K | Hold |
523
| – | – | 0.01% | 234 |
|
|
2018
Q3 | $34K | Buy |
+523
| New | +$34K | 0.01% | 229 |
|