Sittner & Nelson’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 | $131K | Hold |
2,250
| – | – | 0.05% | 175 |
|
|
2025
Q1 | $126K | Hold |
2,250
| – | – | 0.05% | 168 |
|
|
2024
Q4 | $123K | Hold |
2,250
| – | – | 0.05% | 156 |
|
|
2024
Q3 | $119K | Buy |
+2,250
| New | +$119K | 0.05% | 167 |
|
|
2024
Q2 | – | Sell |
-1,634
| Closed | -$84.5K | – | 493 |
|
|
2024
Q1 | $84.5K | Hold |
1,634
| – | – | 0.04% | 171 |
|
|
2023
Q4 | $110K | Hold |
1,634
| – | – | 0.06% | 151 |
|
|
2023
Q3 | $77.2K | Hold |
1,634
| – | – | 0.04% | 166 |
|
|
2023
Q2 | $81.6K | Sell |
1,634
-1,387
| -46% | -$69.3K | 0.04% | 164 |
|
|
2023
Q1 | $160K | Hold |
3,021
| – | – | 0.09% | 131 |
|
|
2022
Q4 | $160K | Buy |
3,021
+1,500
| +99% | +$79.2K | 0.1% | 128 |
|
|
2022
Q3 | $70K | Hold |
1,521
| – | – | 0.05% | 181 |
|
|
2022
Q2 | $92K | Hold |
1,521
| – | – | 0.06% | 158 |
|
|
2022
Q1 | $88K | Buy |
1,521
+21
| +1% | +$1.22K | 0.05% | 161 |
|
|
2021
Q4 | $82K | Hold |
1,500
| – | – | 0.05% | 163 |
|
|
2021
Q3 | $72K | Buy |
+1,500
| New | +$72K | 0.05% | 157 |
|