CIBC Private Wealth Group’s Universal Insurance Holdings UVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18K | Buy |
+259
| New | +$7.18K | ﹤0.01% | 2363 |
|
|
2025
Q1 | – | Sell |
-113
| Closed | -$2.22K | – | 3275 |
|
|
2024
Q4 | $2.22K | Sell |
113
-1,210
| -91% | -$23.8K | ﹤0.01% | 2676 |
|
|
2024
Q3 | $29.3K | Buy |
1,323
+1,210
| +1,071% | +$26.8K | ﹤0.01% | 1988 |
|
|
2024
Q2 | $2.11K | Hold |
113
| – | – | ﹤0.01% | 2745 |
|
|
2024
Q1 | $2.25K | Buy |
+113
| New | +$2.25K | ﹤0.01% | 2728 |
|
|
2018
Q3 | – | Sell |
-700
| Closed | -$25K | – | 1692 |
|
|
2018
Q2 | $25K | Hold |
700
| – | – | ﹤0.01% | 1349 |
|
|
2018
Q1 | $22K | Hold |
700
| – | – | ﹤0.01% | 1367 |
|
|
2017
Q4 | $19K | Buy |
+700
| New | +$19K | ﹤0.01% | 1418 |
|