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EP Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

EP Wealth Advisors’s Portfolio UVE Stock Details UVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$409K Sell
14,735
-267
-2% -$7.4K ﹤0.01% 865
2025
Q1 		$356K Buy
15,002
+2,813
+23% +$66.7K ﹤0.01% 835
2024
Q4 		$257K Buy
12,189
+1,306
+12% +$27.5K ﹤0.01% 938
2024
Q3 		$241K Buy
+10,883
New +$241K ﹤0.01% 955