THWM
Taylor Hoffman Wealth Management’s Universal Corp UVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $391K | Hold |
8,201
| – | – | 0.16% | 84 |
|
|
2024
Q1 | $424K | Buy |
8,201
+29
| +0.4% | +$1.5K | 0.18% | 79 |
|
|
2023
Q4 | $550K | Buy |
+8,172
| New | +$550K | 0.25% | 67 |
|
|
2020
Q3 | – | Sell |
-2,314
| Closed | -$98K | – | 343 |
|
|
2020
Q2 | $98K | Buy |
+2,314
| New | +$98K | 0.06% | 151 |
|
|
2020
Q1 | – | Sell |
-2,314
| Closed | -$132K | – | 362 |
|
|
2019
Q4 | $132K | Hold |
2,314
| – | – | 0.09% | 140 |
|
|
2019
Q3 | $127K | Hold |
2,314
| – | – | 0.09% | 141 |
|
|
2019
Q2 | $141K | Hold |
2,314
| – | – | 0.11% | 133 |
|
|
2019
Q1 | $133K | Hold |
2,314
| – | – | 0.1% | 130 |
|
|
2018
Q4 | $125K | Hold |
2,314
| – | – | 0.11% | 118 |
|
|
2018
Q3 | $150K | Hold |
2,314
| – | – | 0.12% | 115 |
|
|
2018
Q2 | $153K | Hold |
2,314
| – | – | 0.13% | 111 |
|
|
2018
Q1 | $112K | Hold |
2,314
| – | – | 0.1% | 124 |
|
|
2017
Q4 | $121K | Buy |
+2,314
| New | +$121K | 0.12% | 119 |
|