Carson Wealth (CWM LLC)’s Universal Insurance Holdings UVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
6,367
+2,833
| +80% | +$78.8K | ﹤0.01% | 2278 |
|
|
2025
Q1 | $84K | Buy |
3,534
+376
| +12% | +$8.94K | ﹤0.01% | 2573 |
|
|
2024
Q4 | $67K | Buy |
3,158
+634
| +25% | +$13.5K | ﹤0.01% | 2579 |
|
|
2024
Q3 | $56K | Buy |
2,524
+723
| +40% | +$16K | ﹤0.01% | 2605 |
|
|
2024
Q2 | $34K | Sell |
1,801
-132
| -7% | -$2.49K | ﹤0.01% | 2756 |
|
|
2024
Q1 | $39K | Buy |
1,933
+878
| +83% | +$17.7K | ﹤0.01% | 2466 |
|
|
2023
Q4 | $17K | Buy |
1,055
+660
| +167% | +$10.6K | ﹤0.01% | 2884 |
|
|
2023
Q3 | $6K | Buy |
395
+205
| +108% | +$3.11K | ﹤0.01% | 3402 |
|
|
2023
Q2 | $3K | Buy |
190
+8
| +4% | +$126 | ﹤0.01% | 3703 |
|
|
2023
Q1 | $3K | Buy |
182
+150
| +469% | +$2.47K | ﹤0.01% | 3570 |
|
|
2022
Q4 | $0 | Sell |
32
-269
| -89% | – | ﹤0.01% | 4253 |
|
|
2022
Q3 | $3K | Sell |
301
-127
| -30% | -$1.27K | ﹤0.01% | 3368 |
|
|
2022
Q2 | $6K | Sell |
428
-25
| -6% | -$350 | ﹤0.01% | 2926 |
|
|
2022
Q1 | $6K | Buy |
+453
| New | +$6K | ﹤0.01% | 2780 |
|