LPL Financial’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 | $1.16M | Sell |
21,972
-2,737
| -11% | -$147K | ﹤0.01% | 4056 |
|
|
2025
Q4 | $1.3M | Buy |
24,709
+1,429
| +6% | +$75.9K | ﹤0.01% | 3806 |
|
|
2025
Q3 | $1.3M | Buy |
23,280
+3,539
| +18% | +$196K | ﹤0.01% | 3750 |
|
|
2025
Q2 | $1.15M | Sell |
19,741
-6,578
| -25% | -$379K | ﹤0.01% | 3619 |
|
|
2025
Q1 | $1.48M | Buy |
26,319
+8,271
| +46% | +$441K | ﹤0.01% | 3224 |
|
|
2024
Q4 | $990K | Sell |
18,048
-2,327
| -11% | -$125K | ﹤0.01% | 3497 |
|
|
2024
Q3 | $1.08M | Buy |
20,375
+54
| +0.3% | +$2.79K | ﹤0.01% | 3319 |
|
|
2024
Q2 | $979K | Buy |
20,321
+2,640
| +15% | +$132K | ﹤0.01% | 3273 |
|
|
2024
Q1 | $914K | Sell |
17,681
-722
| -4% | -$39.3K | ﹤0.01% | 3269 |
|
|
2023
Q4 | $1.24M | Buy |
18,403
+3,746
| +26% | +$201K | ﹤0.01% | 2866 |
|
|
2023
Q3 | $692K | Buy |
14,657
+3,503
| +31% | +$169K | ﹤0.01% | 3225 |
|
|
2023
Q2 | $557K | Buy |
11,154
+398
| +4% | +$20.9K | ﹤0.01% | 3347 |
|
|
2023
Q1 | $569K | Buy |
10,756
+1,096
| +11% | +$57.5K | ﹤0.01% | 3222 |
|
|
2022
Q4 | $510K | Buy |
9,660
+1,637
| +20% | +$85.2K | ﹤0.01% | 3225 |
|
|
2022
Q3 | $369K | Sell |
8,023
-149
| -2% | -$7.8K | ﹤0.01% | 3410 |
|
|
2022
Q2 | $494K | Buy |
8,172
+1,669
| +26% | +$99.5K | ﹤0.01% | 3216 |
|
|
2022
Q1 | $378K | Buy |
6,503
+58
| +0.9% | +$3.19K | ﹤0.01% | 3396 |
|
|
2021
Q4 | $354K | Sell |
6,445
-109
| -2% | -$5.43K | ﹤0.01% | 3568 |
|
|
2021
Q3 | $317K | Sell |
6,554
-380
| -5% | -$19.3K | ﹤0.01% | 3614 |
|
|
2021
Q2 | $395K | Buy |
6,934
+528
| +8% | +$30.5K | ﹤0.01% | 3366 |
|
|
2021
Q1 | $378K | Buy |
+6,406
| New | +$336K | ﹤0.01% | 3279 |
|
|
2017
Q3 | – | Sell |
-4,491
| Closed | -$291K | – | 2937 |
|
|
2017
Q2 | $291K | Buy |
4,491
+119
| +3% | +$8.26K | ﹤0.01% | 2313 |
|
|
2017
Q1 | $307K | Buy |
+4,372
| New | +$305K | ﹤0.01% | 2179 |
|
|
2015
Q3 | – | Sell |
-7,370
| Closed | -$422K | – | 2902 |
|
|
2015
Q2 | $422K | Buy |
7,370
+1,507
| +26% | +$76.2K | ﹤0.01% | 2041 |
|
|
2015
Q1 | $275K | Buy |
+5,863
| New | +$259K | ﹤0.01% | 2319 |
|
|
2014
Q3 | – | Sell |
-4,563
| Closed | -$253K | – | 2787 |
|
|
2014
Q2 | $253K | Sell |
4,563
-1,839
| -29% | -$100K | ﹤0.01% | 2320 |
|
|
2014
Q1 | $358K | Buy |
6,402
+244
| +4% | +$13.4K | ﹤0.01% | 2015 |
|
|
2013
Q4 | $336K | Buy |
6,158
+619
| +11% | +$32.2K | ﹤0.01% | 2031 |
|
|
2013
Q3 | $286K | Buy |
5,539
+800
| +17% | +$44.3K | ﹤0.01% | 2039 |
|
|
2013
Q2 | $274K | Buy |
+4,739
| New | +$275K | ﹤0.01% | 1971 |
|
Other funds holding UVV
VPM
VCM
