Commonwealth Equity Services’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 | $1.12M | Sell |
40,522
-6,902
| -15% | -$191K | ﹤0.01% | 2465 |
|
|
2025
Q1 | $1.12M | Buy |
47,424
+22
| +0% | +$521 | ﹤0.01% | 2359 |
|
|
2024
Q4 | $998K | Sell |
47,402
-2,999
| -6% | -$63.1K | ﹤0.01% | 2387 |
|
|
2024
Q3 | $1.12M | Sell |
50,401
-3,999
| -7% | -$88.6K | ﹤0.01% | 2257 |
|
|
2024
Q2 | $1.02M | Sell |
54,400
-4,030
| -7% | -$75.6K | ﹤0.01% | 2266 |
|
|
2024
Q1 | $1.19M | Hold |
58,430
| – | – | ﹤0.01% | 2125 |
|
|
2023
Q4 | $934K | Sell |
58,430
-1,999
| -3% | -$32K | ﹤0.01% | 2232 |
|
|
2023
Q3 | $847K | Sell |
60,429
-5,081
| -8% | -$71.2K | ﹤0.01% | 2195 |
|
|
2023
Q2 | $1.01M | Sell |
65,510
-316
| -0.5% | -$4.88K | ﹤0.01% | 2087 |
|
|
2023
Q1 | $1.2K | Sell |
65,826
-817
| -1% | -$15 | ﹤0.01% | 1916 |
|
|
2022
Q4 | $705K | Sell |
66,643
-1,700
| -2% | -$18K | ﹤0.01% | 2194 |
|
|
2022
Q3 | $673K | Buy |
68,343
+8
| +0% | +$79 | ﹤0.01% | 2187 |
|
|
2022
Q2 | $890K | Sell |
68,335
-900
| -1% | -$11.7K | ﹤0.01% | 1985 |
|
|
2022
Q1 | $933K | Sell |
69,235
-9,163
| -12% | -$123K | ﹤0.01% | 2054 |
|
|
2021
Q4 | $1.33M | Buy |
78,398
+1,098
| +1% | +$18.7K | ﹤0.01% | 1786 |
|
|
2021
Q3 | $1.01M | Sell |
77,300
-3,000
| -4% | -$39.1K | ﹤0.01% | 1918 |
|
|
2021
Q2 | $1.11M | Buy |
80,300
+14,200
| +21% | +$197K | ﹤0.01% | 1837 |
|
|
2021
Q1 | $947K | Hold |
66,100
| – | – | ﹤0.01% | 1839 |
|
|
2020
Q4 | $998K | Hold |
66,100
| – | – | ﹤0.01% | 1652 |
|
|
2020
Q3 | $914K | Hold |
66,100
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q2 | $1.17M | Hold |
66,100
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q1 | $1.18M | Sell |
66,100
-497
| -0.7% | -$8.9K | 0.01% | 1167 |
|
|
2019
Q4 | $1.86M | Buy |
+66,597
| New | +$1.86M | 0.01% | 1073 |
|
|
2016
Q1 | – | Sell |
-13,580
| Closed | -$315K | – | 2268 |
|
|
2015
Q4 | $315K | Buy |
13,580
+117
| +0.9% | +$2.71K | ﹤0.01% | 1574 |
|
|
2015
Q3 | $398K | Buy |
+13,463
| New | +$398K | ﹤0.01% | 1379 |
|