Bartlett & Co Wealth Management’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 | $61K | Hold |
2,200
| – | – | ﹤0.01% | 625 |
|
|
2025
Q1 | $52.1K | Hold |
2,200
| – | – | ﹤0.01% | 642 |
|
|
2024
Q4 | $46.3K | Hold |
2,200
| – | – | ﹤0.01% | 666 |
|
|
2024
Q3 | $48.8K | Hold |
2,200
| – | – | ﹤0.01% | 664 |
|
|
2024
Q2 | $41.3K | Hold |
2,200
| – | – | ﹤0.01% | 688 |
|
|
2024
Q1 | $44.7K | Hold |
2,200
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $35.2K | Hold |
2,200
| – | – | ﹤0.01% | 760 |
|
|
2023
Q3 | $30.8K | Hold |
2,200
| – | – | ﹤0.01% | 737 |
|
|
2023
Q2 | $33.9K | Buy |
+2,200
| New | +$33.9K | ﹤0.01% | 733 |
|