Mowery & Schoenfeld Wealth Management’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 | $699 | Hold |
12
| – | – | ﹤0.01% | 370 |
|
|
2025
Q1 | $673 | Hold |
12
| – | – | ﹤0.01% | 428 |
|
|
2024
Q4 | $659 | Hold |
12
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $638 | Hold |
12
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $579 | Hold |
12
| – | – | ﹤0.01% | 200 |
|
|
2024
Q1 | $621 | Hold |
12
| – | – | ﹤0.01% | 146 |
|
|
2023
Q4 | $808 | Buy |
+12
| New | +$808 | ﹤0.01% | 151 |
|