Bailard’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Hold |
14,500
| – | – | 0.01% | 540 |
|
|
2025
Q1 | $344K | Buy |
+14,500
| New | +$344K | 0.01% | 534 |
|
|
2024
Q4 | – | Sell |
-16,800
| Closed | -$372K | – | 843 |
|
|
2024
Q3 | $372K | Hold |
16,800
| – | – | 0.01% | 517 |
|
|
2024
Q2 | $315K | Buy |
16,800
+4,200
| +33% | +$78.8K | 0.01% | 534 |
|
|
2024
Q1 | $256K | Sell |
12,600
-17,100
| -58% | -$347K | 0.01% | 609 |
|
|
2023
Q4 | $475K | Buy |
+29,700
| New | +$475K | 0.01% | 462 |
|