Bank of Montreal’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-88,906
| Closed | -$1.95M | – | 3512 |
|
|
2024
Q3 | $1.95M | Sell |
88,906
-285,581
| -76% | -$6.28M | ﹤0.01% | 1505 |
|
|
2024
Q2 | $7.04M | Buy |
374,487
+276,700
| +283% | +$5.2M | ﹤0.01% | 1041 |
|
|
2024
Q1 | $1.99M | Buy |
97,787
+82,268
| +530% | +$1.67M | ﹤0.01% | 1453 |
|
|
2023
Q4 | $262K | Sell |
15,519
-178,807
| -92% | -$3.02M | ﹤0.01% | 2553 |
|
|
2023
Q3 | $2.52M | Buy |
+194,326
| New | +$2.52M | ﹤0.01% | 1349 |
|
|
2021
Q2 | – | Sell |
-7,332
| Closed | -$100K | – | 4515 |
|
|
2021
Q1 | $100K | Sell |
7,332
-791
| -10% | -$10.8K | ﹤0.01% | 3006 |
|
|
2020
Q4 | $126K | Buy |
8,123
+5,860
| +259% | +$90.9K | ﹤0.01% | 3018 |
|
|
2020
Q3 | $32K | Sell |
2,263
-954
| -30% | -$13.5K | ﹤0.01% | 3212 |
|
|
2020
Q2 | $53K | Buy |
3,217
+2,486
| +340% | +$41K | ﹤0.01% | 3056 |
|
|
2020
Q1 | $13K | Sell |
731
-4,634
| -86% | -$82.4K | ﹤0.01% | 3099 |
|
|
2019
Q4 | $150K | Buy |
5,365
+1,028
| +24% | +$28.7K | ﹤0.01% | 2812 |
|
|
2019
Q3 | $130K | Sell |
4,337
-139
| -3% | -$4.17K | ﹤0.01% | 2699 |
|
|
2019
Q2 | $125K | Buy |
4,476
+2,573
| +135% | +$71.9K | ﹤0.01% | 2770 |
|
|
2019
Q1 | $59K | Sell |
1,903
-150
| -7% | -$4.65K | ﹤0.01% | 2889 |
|
|
2018
Q4 | $78K | Buy |
2,053
+60
| +3% | +$2.28K | ﹤0.01% | 2756 |
|
|
2018
Q3 | $97K | Sell |
1,993
-6
| -0.3% | -$292 | ﹤0.01% | 2805 |
|
|
2018
Q2 | $70K | Buy |
1,999
+225
| +13% | +$7.88K | ﹤0.01% | 2967 |
|
|
2018
Q1 | $57K | Buy |
1,774
+386
| +28% | +$12.4K | ﹤0.01% | 2922 |
|
|
2017
Q4 | $38K | Hold |
1,388
| – | – | ﹤0.01% | 3064 |
|
|
2017
Q3 | $32K | Hold |
1,388
| – | – | ﹤0.01% | 3104 |
|
|
2017
Q2 | $35K | Hold |
1,388
| – | – | ﹤0.01% | 3048 |
|
|
2017
Q1 | $34K | Buy |
1,388
+370
| +36% | +$9.06K | ﹤0.01% | 2948 |
|
|
2016
Q4 | $24K | Hold |
1,018
| – | – | ﹤0.01% | 3044 |
|
|
2016
Q3 | $26K | Hold |
1,018
| – | – | ﹤0.01% | 3004 |
|
|
2016
Q2 | $19K | Buy |
1,018
+8
| +0.8% | +$149 | ﹤0.01% | 3145 |
|
|
2016
Q1 | $18K | Buy |
1,010
+315
| +45% | +$5.61K | ﹤0.01% | 3194 |
|
|
2015
Q4 | $16K | Sell |
695
-1,212
| -64% | -$27.9K | ﹤0.01% | 3244 |
|
|
2015
Q3 | $56K | Buy |
1,907
+928
| +95% | +$27.3K | ﹤0.01% | 2650 |
|
|
2015
Q2 | $24K | Buy |
979
+240
| +32% | +$5.88K | ﹤0.01% | 3034 |
|
|
2015
Q1 | $19K | Buy |
+739
| New | +$19K | ﹤0.01% | 3065 |
|
|
2014
Q3 | – | Sell |
-680
| Closed | -$9K | – | 3888 |
|
|
2014
Q2 | $9K | Buy |
+680
| New | +$9K | ﹤0.01% | 3507 |
|