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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $4.48K | Buy |
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|
2024
Q4 | $1.86K | Sell |
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|
2024
Q3 | $1.17K | Sell |
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|
2024
Q2 | $6.36K | Hold |
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|
2024
Q1 | $6.83K | Hold |
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|
2023
Q4 | $8.89K | Hold |
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|
2023
Q3 | $6.23K | Sell |
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|
2023
Q2 | $61.9K | Sell |
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|
2023
Q1 | $85K | Sell |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $428K | Hold |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $7K | Sell |
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|
2021
Q1 | $39K | Buy |
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|
2020
Q4 | $26K | Sell |
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|
2020
Q3 | $35K | Sell |
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|
2020
Q2 | $58K | Buy |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $50K | Sell |
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|
2019
Q3 | $103K | Buy |
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|
2019
Q1 | $97K | Buy |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $32K | Buy |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Sell |
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|
2017
Q3 | $162K | Sell |
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|
2017
Q2 | $203K | Hold |
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|
2017
Q1 | $222K | Sell |
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|
2016
Q4 | $202K | Buy |
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|
2016
Q3 | $183K | Hold |
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|
2016
Q2 | $181K | Buy |
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|
2016
Q1 | $97K | Sell |
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|
2015
Q4 | $176K | Buy |
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