Universal Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Universal Corporation (UVV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Universal Corporation
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Quarterly reported holdings in Universal Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 18k | 55.87 |
| 2025-06-30 | $1.0M | 18k | 58.24 |
| 2025-03-31 | $691k | 12k | 56.05 |
| 2024-12-31 | $1.5M | 27k | 54.84 |
| 2024-09-30 | $1.4M | 26k | 53.11 |
| 2024-06-30 | $1.3M | 26k | 48.19 |
| 2024-03-31 | $16k | 304 | 53.66 |
| 2023-12-31 | $1.5M | 22k | 67.32 |
| 2023-09-30 | $1.0M | 22k | 47.21 |
| 2023-06-30 | $1.1M | 21k | 49.94 |
| 2023-03-31 | $975k | 18k | 52.89 |
| 2022-12-31 | $970k | 18k | 52.81 |
| 2022-09-30 | $843k | 18k | 46.04 |
| 2022-06-30 | $1.1M | 18k | 60.52 |
| 2022-03-31 | $992k | 17k | 58.06 |
| 2021-12-31 | $936k | 17k | 54.92 |
| 2021-09-30 | $822k | 17k | 48.33 |
| 2021-06-30 | $967k | 17k | 56.97 |
| 2021-03-31 | $937k | 16k | 58.99 |
| 2020-12-31 | $772k | 16k | 48.59 |
| 2020-09-30 | $665k | 16k | 41.88 |
| 2020-06-30 | $675k | 42k | 16.13 |
| 2020-03-31 | $53k | 1.2k | 44.22 |
| 2019-12-31 | $69k | 1.2k | 57.07 |
| 2019-09-30 | $66k | 1.2k | 54.68 |
| 2019-06-30 | $73k | 1.2k | 60.78 |
| 2019-03-31 | $30k | 523 | 57.65 |
| 2018-12-31 | $28k | 523 | 53.54 |
| 2018-09-30 | $34k | 523 | 65.01 |