Creative Planning’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 | $326K | Buy |
+11,753
| New | +$326K | ﹤0.01% | 2822 |
|
|
2022
Q2 | – | Sell |
-1,800
| Closed | -$24K | – | 2425 |
|
|
2022
Q1 | $24K | Buy |
+1,800
| New | +$24K | ﹤0.01% | 2102 |
|
|
2017
Q3 | – | Sell |
-2,946
| Closed | -$74K | – | 3528 |
|
|
2017
Q2 | $74K | Hold |
2,946
| – | – | ﹤0.01% | 2191 |
|
|
2017
Q1 | $72K | Sell |
2,946
-8,727
| -75% | -$213K | ﹤0.01% | 2175 |
|
|
2016
Q4 | $332K | Sell |
11,673
-3,039
| -21% | -$86.4K | ﹤0.01% | 1135 |
|
|
2016
Q3 | $371K | Buy |
14,712
+5,163
| +54% | +$130K | ﹤0.01% | 1054 |
|
|
2016
Q2 | $177K | Sell |
9,549
-13,682
| -59% | -$254K | ﹤0.01% | 1304 |
|
|
2016
Q1 | $414K | Buy |
23,231
+4,351
| +23% | +$77.5K | ﹤0.01% | 827 |
|
|
2015
Q4 | $438K | Buy |
18,880
+638
| +3% | +$14.8K | ﹤0.01% | 822 |
|
|
2015
Q3 | $539K | Sell |
18,242
-1,935
| -10% | -$57.2K | ﹤0.01% | 711 |
|
|
2015
Q2 | $488K | Buy |
20,177
+2,996
| +17% | +$72.5K | ﹤0.01% | 666 |
|
|
2015
Q1 | $440K | Sell |
17,181
-220
| -1% | -$5.63K | ﹤0.01% | 792 |
|
|
2014
Q4 | $356K | Sell |
17,401
-4,022
| -19% | -$82.3K | ﹤0.01% | 849 |
|
|
2014
Q3 | $277K | Buy |
21,423
+18,457
| +622% | +$239K | ﹤0.01% | 901 |
|
|
2014
Q2 | $38K | Buy |
2,966
+2,142
| +260% | +$27.4K | ﹤0.01% | 2041 |
|
|
2014
Q1 | $10K | Hold |
824
| – | – | ﹤0.01% | 2715 |
|
|
2013
Q4 | $12K | Buy |
+824
| New | +$12K | ﹤0.01% | 2487 |
|