Whittier Trust’s Universal Corp UVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-159	Closed	-$8.72K	–	1564
2024 Q4	$8.72K	Sell	159 -101	-39%	-$5.54K	﹤0.01%	1269
2024 Q3	$13.8K	Hold	260	–	–	﹤0.01%	1204
2024 Q2	$12.5K	Sell	260 -83	-24%	-$4K	﹤0.01%	1215
2024 Q1	$17.7K	Hold	343	–	–	﹤0.01%	1162
2023 Q4	$23.1K	Sell	343 -18	-5%	-$1.21K	﹤0.01%	1078
2023 Q3	$17K	Hold	361	–	–	﹤0.01%	1147
2023 Q2	$18K	Hold	361	–	–	﹤0.01%	1147
2023 Q1	$19.1K	Hold	361	–	–	﹤0.01%	1169
2022 Q4	$19.1K	Sell	361 -44	-11%	-$2.32K	﹤0.01%	1159
2022 Q3	$19K	Hold	405	–	–	﹤0.01%	1202
2022 Q2	$25K	Hold	405	–	–	﹤0.01%	1115
2022 Q1	$24K	Sell	405 -1,500	-79%	-$88.9K	﹤0.01%	1162
2021 Q4	$105K	Buy	1,905 +1,500	+370%	+$82.7K	﹤0.01%	813
2021 Q3	$20K	Hold	405	–	–	﹤0.01%	1128
2021 Q2	$23K	Hold	405	–	–	﹤0.01%	1119
2021 Q1	$24K	Hold	405	–	–	﹤0.01%	1091
2020 Q4	$20K	Hold	405	–	–	﹤0.01%	1048
2020 Q3	$17K	Hold	405	–	–	﹤0.01%	1044
2020 Q2	$17K	Hold	405	–	–	﹤0.01%	995
2020 Q1	$18K	Hold	405	–	–	﹤0.01%	1009
2019 Q4	$23K	Hold	405	–	–	﹤0.01%	1005
2019 Q3	$22K	Hold	405	–	–	﹤0.01%	1006
2019 Q2	$25K	Hold	405	–	–	﹤0.01%	918
2019 Q1	$23K	Hold	405	–	–	﹤0.01%	929
2018 Q4	$22K	Hold	405	–	–	﹤0.01%	940
2018 Q3	$26K	Hold	405	–	–	﹤0.01%	904
2018 Q2	$27K	Hold	405	–	–	﹤0.01%	874
2018 Q1	$20K	Hold	405	–	–	﹤0.01%	941
2017 Q4	$21K	Buy	+405	New	+$21K	﹤0.01%	911