Charles Schwab’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 | $5.89M | Buy |
212,400
+6,676
| +3% | +$185K | ﹤0.01% | 2265 |
|
|
2025
Q1 | $4.88M | Sell |
205,724
-78,139
| -28% | -$1.85M | ﹤0.01% | 2282 |
|
|
2024
Q4 | $5.98M | Sell |
283,863
-63,532
| -18% | -$1.34M | ﹤0.01% | 2254 |
|
|
2024
Q3 | $7.7M | Buy |
347,395
+63,582
| +22% | +$1.41M | ﹤0.01% | 2166 |
|
|
2024
Q2 | $5.32M | Sell |
283,813
-60,471
| -18% | -$1.13M | ﹤0.01% | 2338 |
|
|
2024
Q1 | $7M | Sell |
344,284
-33,568
| -9% | -$682K | ﹤0.01% | 2165 |
|
|
2023
Q4 | $6.04M | Sell |
377,852
-52,025
| -12% | -$831K | ﹤0.01% | 2223 |
|
|
2023
Q3 | $6.03M | Sell |
429,877
-19,376
| -4% | -$272K | ﹤0.01% | 2168 |
|
|
2023
Q2 | $6.93M | Sell |
449,253
-41,871
| -9% | -$646K | ﹤0.01% | 2079 |
|
|
2023
Q1 | $8.95M | Sell |
491,124
-432
| -0.1% | -$7.87K | ﹤0.01% | 1922 |
|
|
2022
Q4 | $5.21M | Buy |
491,556
+29,221
| +6% | +$309K | ﹤0.01% | 2199 |
|
|
2022
Q3 | $4.55M | Buy |
462,335
+13,780
| +3% | +$136K | ﹤0.01% | 2259 |
|
|
2022
Q2 | $5.85M | Buy |
448,555
+43,365
| +11% | +$565K | ﹤0.01% | 2122 |
|
|
2022
Q1 | $5.47M | Buy |
405,190
+28,399
| +8% | +$383K | ﹤0.01% | 2235 |
|
|
2021
Q4 | $6.41M | Buy |
376,791
+24,000
| +7% | +$408K | ﹤0.01% | 2227 |
|
|
2021
Q3 | $4.6M | Sell |
352,791
-71,918
| -17% | -$938K | ﹤0.01% | 2414 |
|
|
2021
Q2 | $5.9M | Buy |
424,709
+65,320
| +18% | +$907K | ﹤0.01% | 2267 |
|
|
2021
Q1 | $5.15M | Buy |
359,389
+12,765
| +4% | +$183K | ﹤0.01% | 2290 |
|
|
2020
Q4 | $5.24M | Buy |
346,624
+23,943
| +7% | +$362K | ﹤0.01% | 2191 |
|
|
2020
Q3 | $4.47M | Sell |
322,681
-3,256
| -1% | -$45.1K | ﹤0.01% | 2114 |
|
|
2020
Q2 | $5.79M | Sell |
325,937
-14,193
| -4% | -$252K | ﹤0.01% | 1956 |
|
|
2020
Q1 | $6.1M | Buy |
340,130
+35,184
| +12% | +$631K | ﹤0.01% | 1734 |
|
|
2019
Q4 | $8.54M | Buy |
304,946
+15,661
| +5% | +$438K | ﹤0.01% | 1735 |
|
|
2019
Q3 | $8.68M | Buy |
289,285
+20,998
| +8% | +$630K | 0.01% | 1685 |
|
|
2019
Q2 | $7.49M | Buy |
268,287
+6,862
| +3% | +$191K | ﹤0.01% | 1769 |
|
|
2019
Q1 | $8.11M | Buy |
261,425
+15,965
| +7% | +$495K | 0.01% | 1715 |
|
|
2018
Q4 | $9.31M | Sell |
245,460
-84,003
| -25% | -$3.19M | 0.01% | 1506 |
|
|
2018
Q3 | $16M | Sell |
329,463
-39,027
| -11% | -$1.89M | 0.01% | 1309 |
|
|
2018
Q2 | $12.9M | Buy |
368,490
+23,650
| +7% | +$830K | 0.01% | 1416 |
|
|
2018
Q1 | $11M | Buy |
344,840
+26,814
| +8% | +$855K | 0.01% | 1424 |
|
|
2017
Q4 | $8.7M | Buy |
318,026
+100,257
| +46% | +$2.74M | 0.01% | 1576 |
|
|
2017
Q3 | $5.01M | Buy |
217,769
+7,390
| +4% | +$170K | ﹤0.01% | 1880 |
|
|
2017
Q2 | $5.3M | Buy |
210,379
+19,569
| +10% | +$493K | 0.01% | 1785 |
|
|
2017
Q1 | $4.68M | Buy |
190,810
+11,805
| +7% | +$289K | ﹤0.01% | 1796 |
|
|
2016
Q4 | $5.08M | Buy |
179,005
+13,769
| +8% | +$391K | 0.01% | 1728 |
|
|
2016
Q3 | $4.16M | Buy |
165,236
+11,731
| +8% | +$296K | ﹤0.01% | 1760 |
|
|
2016
Q2 | $2.85M | Buy |
153,505
+6,784
| +5% | +$126K | ﹤0.01% | 1902 |
|
|
2016
Q1 | $2.61M | Buy |
146,721
+33,706
| +30% | +$600K | ﹤0.01% | 1907 |
|
|
2015
Q4 | $2.62M | Buy |
113,015
+21,119
| +23% | +$490K | ﹤0.01% | 1938 |
|
|
2015
Q3 | $2.72M | Buy |
91,896
+39,274
| +75% | +$1.16M | ﹤0.01% | 1888 |
|
|
2015
Q2 | $1.27M | Hold |
52,622
| – | – | ﹤0.01% | 2311 |
|
|
2015
Q1 | $1.35M | Buy |
52,622
+8,700
| +20% | +$223K | ﹤0.01% | 2255 |
|
|
2014
Q4 | $899K | Sell |
43,922
-6,700
| -13% | -$137K | ﹤0.01% | 2405 |
|
|
2014
Q3 | $655K | Buy |
50,622
+8,822
| +21% | +$114K | ﹤0.01% | 2491 |
|
|
2014
Q2 | $543K | Hold |
41,800
| – | – | ﹤0.01% | 2588 |
|
|
2014
Q1 | $531K | Hold |
41,800
| – | – | ﹤0.01% | 2565 |
|
|
2013
Q4 | $606K | Hold |
41,800
| – | – | ﹤0.01% | 2505 |
|
|
2013
Q3 | $300K | Hold |
41,800
| – | – | ﹤0.01% | 2744 |
|
|
2013
Q2 | $303K | Buy |
+41,800
| New | +$303K | ﹤0.01% | 2724 |
|