Northwestern Mutual 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
Q1 | – | Sell |
-50
| Closed | -$2.74K | – | 3952 |
|
|
2024
Q4 | $2.74K | Buy |
50
+5
| +11% | +$274 | ﹤0.01% | 3102 |
|
|
2024
Q3 | $2.39K | Sell |
45
-355
| -89% | -$18.9K | ﹤0.01% | 3083 |
|
|
2024
Q2 | $19.3K | Buy |
+400
| New | +$19.3K | ﹤0.01% | 2402 |
|
|
2023
Q2 | – | Sell |
-800
| Closed | -$42.3K | – | 3623 |
|
|
2023
Q1 | $42.3K | Hold |
800
| – | – | ﹤0.01% | 1999 |
|
|
2022
Q4 | $42.2K | Hold |
800
| – | – | ﹤0.01% | 1969 |
|
|
2022
Q3 | $37K | Buy |
+800
| New | +$37K | ﹤0.01% | 2006 |
|
|
2022
Q1 | – | Sell |
-235
| Closed | -$13K | – | 3416 |
|
|
2021
Q4 | $13K | Buy |
+235
| New | +$13K | ﹤0.01% | 2483 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | -$1K | – | 2702 |
|
|
2020
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 2472 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$5K | – | 2495 |
|
|
2018
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1922 |
|
|
2017
Q1 | – | Sell |
-185
| Closed | -$12K | – | 2417 |
|
|
2016
Q4 | $12K | Buy |
+185
| New | +$12K | ﹤0.01% | 1553 |
|
|
2016
Q3 | – | Sell |
-185
| Closed | -$11K | – | 1461 |
|
|
2016
Q2 | $11K | Hold |
185
| – | – | ﹤0.01% | 1347 |
|
|
2016
Q1 | $11K | Buy |
+185
| New | +$11K | ﹤0.01% | 1409 |
|