Creative Planning’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $549K | Buy |
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|
2025
Q2 | $326K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $24K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $72K | Sell |
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|
2016
Q4 | $332K | Sell |
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|
2016
Q3 | $371K | Buy |
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|
2016
Q2 | $177K | Sell |
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|
2016
Q1 | $414K | Buy |
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|
2015
Q4 | $438K | Buy |
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|
2015
Q3 | $539K | Sell |
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|
2015
Q2 | $488K | Buy |
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|
2015
Q1 | $440K | Sell |
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|
2014
Q4 | $356K | Sell |
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|
2014
Q3 | $277K | Buy |
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|
2014
Q2 | $38K | Buy |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $12K | Buy |
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