SteelPeak Wealth’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 | $226K | Sell |
3,887
-698
| -15% | -$40.7K | 0.01% | 452 |
|
|
2025
Q1 | $257K | Sell |
4,585
-56
| -1% | -$3.14K | 0.01% | 423 |
|
|
2024
Q4 | $255K | Sell |
4,641
-7
| -0.2% | -$384 | 0.01% | 419 |
|
|
2024
Q3 | $247K | Buy |
4,648
+286
| +7% | +$15.2K | 0.01% | 402 |
|
|
2024
Q2 | $210K | Sell |
4,362
-64
| -1% | -$3.08K | 0.01% | 422 |
|
|
2024
Q1 | $229K | Sell |
4,426
-41
| -0.9% | -$2.12K | 0.01% | 382 |
|
|
2023
Q4 | $301K | Sell |
4,467
-209
| -4% | -$14.1K | 0.02% | 322 |
|
|
2023
Q3 | $221K | Buy |
4,676
+572
| +14% | +$27K | 0.01% | 358 |
|
|
2023
Q2 | $205K | Sell |
4,104
-398
| -9% | -$19.9K | 0.01% | 369 |
|
|
2023
Q1 | $238K | Buy |
+4,502
| New | +$238K | 0.02% | 318 |
|
|
2021
Q3 | – | Sell |
-3,670
| Closed | -$209K | – | 445 |
|
|
2021
Q2 | $209K | Buy |
+3,670
| New | +$209K | 0.01% | 381 |
|
|
2020
Q2 | – | Sell |
-4,650
| Closed | -$206K | – | 283 |
|
|
2020
Q1 | $206K | Buy |
+4,650
| New | +$206K | 0.03% | 208 |
|