Prestige Wealth Management Group’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 | $408 | Hold |
7
| – | – | ﹤0.01% | 947 |
|
|
2025
Q1 | $393 | Hold |
7
| – | – | ﹤0.01% | 954 |
|
|
2024
Q4 | $384 | Hold |
7
| – | – | ﹤0.01% | 997 |
|
|
2024
Q3 | $372 | Hold |
7
| – | – | ﹤0.01% | 991 |
|
|
2024
Q2 | $338 | Hold |
7
| – | – | ﹤0.01% | 952 |
|
|
2024
Q1 | $363 | Hold |
7
| – | – | ﹤0.01% | 977 |
|
|
2023
Q4 | $472 | Hold |
7
| – | – | ﹤0.01% | 953 |
|
|
2023
Q3 | $331 | Hold |
7
| – | – | ﹤0.01% | 997 |
|
|
2023
Q2 | $350 | Hold |
7
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q1 | $371 | Hold |
7
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q4 | $370 | Hold |
7
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1078 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1070 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1059 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1042 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q4 | $0 | Sell |
7
-9
| -56% | – | ﹤0.01% | 1044 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 847 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 855 |
|
|
2020
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 860 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$1K | – | 1113 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1136 |
|