Ritholtz Wealth Management’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
6,544
-157
| -2% | -$9.14K | 0.01% | 718 |
|
|
2025
Q1 | $376K | Sell |
6,701
-5,305
| -44% | -$297K | 0.01% | 673 |
|
|
2024
Q4 | $658K | Sell |
12,006
-2,562
| -18% | -$140K | 0.02% | 482 |
|
|
2024
Q3 | $774K | Buy |
14,568
+2,608
| +22% | +$139K | 0.02% | 434 |
|
|
2024
Q2 | $576K | Sell |
11,960
-366
| -3% | -$17.6K | 0.02% | 475 |
|
|
2024
Q1 | $638K | Buy |
+12,326
| New | +$638K | 0.02% | 470 |
|