EverSource Wealth Advisors’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 | $10.6K | Buy |
381
+326
| +593% | +$9.04K | ﹤0.01% | 2765 |
|
|
2025
Q1 | $1.3K | Sell |
55
-26
| -32% | -$616 | ﹤0.01% | 3121 |
|
|
2024
Q4 | $1.71K | Buy |
+81
| New | +$1.71K | ﹤0.01% | 2774 |
|
|
2022
Q3 | – | Sell |
-147
| Closed | -$2K | – | 2150 |
|
|
2022
Q2 | $2K | Hold |
147
| – | – | ﹤0.01% | 1584 |
|
|
2022
Q1 | $2K | Sell |
147
-255
| -63% | -$3.47K | ﹤0.01% | 1596 |
|
|
2021
Q4 | $7K | Buy |
+402
| New | +$7K | ﹤0.01% | 1143 |
|