IFP Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.3K | Buy |
1,581
+1,487
| +1,582% | +$80K | ﹤0.01% | 1962 |
|
|
2025
Q4 | $4.96K | Buy |
94
+14
| +18% | +$744 | ﹤0.01% | 3415 |
|
|
2025
Q3 | $4.47K | Buy |
+80
| New | +$4.42K | ﹤0.01% | 3314 |
|
|
2025
Q2 | – | Sell |
-56
| Closed | -$3.23K | – | 2922 |
|
|
2025
Q1 | $4.48K | Buy |
56
+46
| +460% | +$2.45K | ﹤0.01% | 2884 |
|
|
2024
Q4 | $1.86K | Sell |
10
-12
| -55% | -$643 | ﹤0.01% | 3128 |
|
|
2024
Q3 | $1.17K | Sell |
22
-110
| -83% | -$5.69K | ﹤0.01% | 3053 |
|
|
2024
Q2 | $6.36K | Hold |
132
| – | – | ﹤0.01% | 2491 |
|
|
2024
Q1 | $6.83K | Hold |
132
| – | – | ﹤0.01% | 2368 |
|
|
2023
Q4 | $8.89K | Hold |
132
| – | – | ﹤0.01% | 2232 |
|
|
2023
Q3 | $6.23K | Sell |
132
-1,108
| -89% | -$53.5K | ﹤0.01% | 2429 |
|
|
2023
Q2 | $61.9K | Sell |
1,240
-52
| -4% | -$2.73K | ﹤0.01% | 1520 |
|
|
2023
Q1 | $85K | Sell |
1,292
-4,076
| -76% | -$214K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $352K | Sell |
5,368
-1,898
| -26% | -$98.7K | 0.01% | 1067 |
|
|
2022
Q3 | $489K | Buy |
7,266
+935
| +15% | +$49K | 0.01% | 943 |
|
|
2022
Q2 | $428K | Hold |
6,331
| – | – | 0.01% | 908 |
|
|
2022
Q1 | $428K | Buy |
6,331
+6,199
| +4,696% | +$341K | 0.01% | 908 |
|
|
2021
Q4 | $7K | Hold |
132
| – | – | ﹤0.01% | 2372 |
|
|
2021
Q3 | $6K | Hold |
132
| – | – | ﹤0.01% | 2509 |
|
|
2021
Q2 | $7K | Sell |
132
-564
| -81% | -$32.6K | ﹤0.01% | 2365 |
|
|
2021
Q1 | $39K | Buy |
696
+147
| +27% | +$7.72K | ﹤0.01% | 1571 |
|
|
2020
Q4 | $26K | Sell |
549
-297
| -35% | -$13.4K | ﹤0.01% | 1706 |
|
|
2020
Q3 | $35K | Sell |
846
-546
| -39% | -$23.4K | ﹤0.01% | 1414 |
|
|
2020
Q2 | $58K | Buy |
1,392
+499
| +56% | +$21.9K | ﹤0.01% | 1156 |
|
|
2020
Q1 | $39K | Hold |
893
| – | – | ﹤0.01% | 1237 |
|
|
2019
Q4 | $50K | Sell |
893
-1,003
| -53% | -$54.1K | ﹤0.01% | 1255 |
|
|
2019
Q3 | $103K | Buy |
+1,896
| New | +$106K | 0.01% | 1048 |
|
|
2019
Q1 | $97K | Buy |
1,710
+1,688
| +7,673% | +$97K | 0.01% | 699 |
|
|
2018
Q4 | $1K | Sell |
22
-458
| -95% | -$29.5K | ﹤0.01% | 3395 |
|
|
2018
Q3 | $31K | Hold |
480
| – | – | ﹤0.01% | 2192 |
|
|
2018
Q2 | $32K | Buy |
480
+416
| +650% | +$23K | ﹤0.01% | 2185 |
|
|
2018
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 3418 |
|
|
2017
Q4 | $3K | Sell |
64
-2,756
| -98% | -$153K | ﹤0.01% | 3468 |
|
|
2017
Q3 | $162K | Sell |
2,820
-323
| -10% | -$19.3K | 0.01% | 1278 |
|
|
2017
Q2 | $203K | Hold |
3,143
| – | – | 0.01% | 1117 |
|
|
2017
Q1 | $222K | Sell |
3,143
-19
| -0.6% | -$1.32K | 0.01% | 1063 |
|
|
2016
Q4 | $202K | Buy |
3,162
+22
| +0.7% | +$1.26K | 0.01% | 1046 |
|
|
2016
Q3 | $183K | Hold |
3,140
| – | – | 0.01% | 1044 |
|
|
2016
Q2 | $181K | Buy |
3,140
+1,430
| +84% | +$78.8K | 0.01% | 1021 |
|
|
2016
Q1 | $97K | Sell |
1,710
-1,424
| -45% | -$77.3K | 0.01% | 697 |
|
|
2015
Q4 | $176K | Buy |
+3,134
| New | +$171K | 0.01% | 893 |
|
Other funds holding UVV
VPM
VCM
