Zurich Cantonal Bank’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $852K | Buy |
16,173
+6,900
| +74% | +$371K | ﹤0.01% | 1526 |
|
|
2025
Q4 | $489K | Buy |
9,273
+5,340
| +136% | +$284K | ﹤0.01% | 1798 |
|
|
2025
Q3 | $220K | Hold |
3,933
| – | – | ﹤0.01% | 2145 |
|
|
2025
Q2 | $229K | Sell |
3,933
-2,353
| -37% | -$136K | ﹤0.01% | 2066 |
|
|
2025
Q1 | $352K | Sell |
6,286
-616
| -9% | -$32.8K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $379K | Buy |
6,902
+1,484
| +27% | +$79.5K | ﹤0.01% | 1796 |
|
|
2024
Q3 | $288K | Hold |
5,418
| – | – | ﹤0.01% | 1902 |
|
|
2024
Q2 | $261K | Hold |
5,418
| – | – | ﹤0.01% | 1908 |
|
|
2024
Q1 | $280K | Hold |
5,418
| – | – | ﹤0.01% | 1860 |
|
|
2023
Q4 | $365K | Hold |
5,418
| – | – | ﹤0.01% | 1713 |
|
|
2023
Q3 | $256K | Buy |
5,418
+421
| +8% | +$20.3K | ﹤0.01% | 1815 |
|
|
2023
Q2 | $250K | Buy |
4,997
+1,087
| +28% | +$57.1K | ﹤0.01% | 1774 |
|
|
2023
Q1 | $207K | Hold |
3,910
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q4 | $206K | Buy |
3,910
+1,002
| +34% | +$52.1K | ﹤0.01% | 1804 |
|
|
2022
Q3 | $134K | Hold |
2,908
| – | – | ﹤0.01% | 2002 |
|
|
2022
Q2 | $176K | Hold |
2,908
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q1 | $169K | Hold |
2,908
| – | – | ﹤0.01% | 1995 |
|
|
2021
Q4 | $160K | Hold |
2,908
| – | – | ﹤0.01% | 2222 |
|
|
2021
Q3 | $141K | Buy |
+2,908
| New | +$148K | ﹤0.01% | 2136 |
|
|
2021
Q1 | – | Sell |
-2,908
| Closed | -$141K | – | 2590 |
|
|
2020
Q4 | $141K | Hold |
2,908
| – | – | ﹤0.01% | 2055 |
|
|
2020
Q3 | $122K | Hold |
2,908
| – | – | ﹤0.01% | 1897 |
|
|
2020
Q2 | $124K | Buy |
2,908
+706
| +32% | +$31.1K | ﹤0.01% | 1835 |
|
|
2020
Q1 | $97K | Buy |
2,202
+404
| +22% | +$20.2K | ﹤0.01% | 1624 |
|
|
2019
Q4 | $103K | Hold |
1,798
| – | – | ﹤0.01% | 1701 |
|
|
2019
Q3 | $99K | Buy |
1,798
+396
| +28% | +$22.2K | ﹤0.01% | 1626 |
|
|
2019
Q2 | $85K | Sell |
1,402
-117
| -8% | -$6.55K | ﹤0.01% | 1716 |
|
|
2019
Q1 | $88K | Sell |
1,519
-252
| -14% | -$14.5K | ﹤0.01% | 1654 |
|
|
2018
Q4 | $96K | Buy |
1,771
+304
| +21% | +$19.6K | ﹤0.01% | 1622 |
|
|
2018
Q3 | $95K | Hold |
1,467
| – | – | ﹤0.01% | 1741 |
|
|
2018
Q2 | $97K | Sell |
1,467
-435
| -23% | -$24.1K | ﹤0.01% | 1665 |
|
|
2018
Q1 | $92K | Buy |
1,902
+792
| +71% | +$39.3K | ﹤0.01% | 1644 |
|
|
2017
Q4 | $58K | Buy |
1,110
+363
| +49% | +$20.2K | ﹤0.01% | 1949 |
|
|
2017
Q3 | $43K | Hold |
747
| – | – | ﹤0.01% | 1904 |
|
|
2017
Q2 | $48K | Sell |
747
-1,142
| -60% | -$79.2K | ﹤0.01% | 1795 |
|
|
2017
Q1 | $134K | Sell |
1,889
-300
| -14% | -$20.9K | ﹤0.01% | 1167 |
|
|
2016
Q4 | $140K | Buy |
2,189
+100
| +5% | +$5.71K | ﹤0.01% | 1110 |
|
|
2016
Q3 | $122K | Buy |
2,089
+175
| +9% | +$10.3K | ﹤0.01% | 1138 |
|
|
2016
Q2 | $111K | Buy |
1,914
+1,400
| +272% | +$77.1K | ﹤0.01% | 1099 |
|
|
2016
Q1 | $29K | Hold |
514
| – | – | ﹤0.01% | 1767 |
|
|
2015
Q4 | $29K | Buy |
514
+300
| +140% | +$16.4K | ﹤0.01% | 1802 |
|
|
2015
Q3 | $11K | Buy |
214
+113
| +112% | +$5.94K | ﹤0.01% | 1921 |
|
|
2015
Q2 | $6K | Hold |
101
| – | – | ﹤0.01% | 1815 |
|
|
2015
Q1 | $5K | Buy |
+101
| New | +$4.47K | ﹤0.01% | 1941 |
|
Other funds holding UVV
VPM
VCM
