HighTower Advisors’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,727
| Closed | -$209K | – | 3718 |
|
|
2025
Q1 | $209K | Sell |
3,727
-263
| -7% | -$14.7K | ﹤0.01% | 3126 |
|
|
2024
Q4 | $219K | Sell |
3,990
-110
| -3% | -$6.03K | ﹤0.01% | 3107 |
|
|
2024
Q3 | $224K | Sell |
4,100
-3,542
| -46% | -$194K | ﹤0.01% | 3045 |
|
|
2024
Q2 | $367K | Sell |
7,642
-1,486
| -16% | -$71.4K | ﹤0.01% | 2548 |
|
|
2024
Q1 | $474K | Buy |
9,128
+721
| +9% | +$37.4K | ﹤0.01% | 2309 |
|
|
2023
Q4 | $563K | Sell |
8,407
-71
| -0.8% | -$4.76K | ﹤0.01% | 2218 |
|
|
2023
Q3 | $409K | Buy |
8,478
+350
| +4% | +$16.9K | ﹤0.01% | 2356 |
|
|
2023
Q2 | $404K | Buy |
8,128
+340
| +4% | +$16.9K | ﹤0.01% | 2334 |
|
|
2023
Q1 | $416K | Sell |
7,788
-164
| -2% | -$8.76K | ﹤0.01% | 2220 |
|
|
2022
Q4 | $425K | Buy |
+7,952
| New | +$425K | ﹤0.01% | 2218 |
|
|
2016
Q3 | – | Sell |
-3,833
| Closed | -$222K | – | 1919 |
|
|
2016
Q2 | $222K | Sell |
3,833
-340
| -8% | -$19.7K | ﹤0.01% | 1441 |
|
|
2016
Q1 | $236K | Buy |
+4,173
| New | +$236K | ﹤0.01% | 1663 |
|
|
2015
Q3 | – | Sell |
-3,835
| Closed | -$219K | – | 1949 |
|
|
2015
Q2 | $219K | Buy |
+3,835
| New | +$219K | ﹤0.01% | 1317 |
|
|
2015
Q1 | – | Sell |
-42,944
| Closed | -$1.89M | – | 1694 |
|
|
2014
Q4 | $1.89M | Buy |
+42,944
| New | +$1.89M | 0.03% | 605 |
|
|
2014
Q3 | – | Sell |
-3,750
| Closed | -$208K | – | 1620 |
|
|
2014
Q2 | $208K | Sell |
3,750
-800
| -18% | -$44.4K | ﹤0.01% | 1376 |
|
|
2014
Q1 | $254K | Hold |
4,550
| – | – | 0.01% | 1225 |
|
|
2013
Q4 | $248K | Buy |
+4,550
| New | +$248K | 0.01% | 1219 |
|