Geneos Wealth Management’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 | $2.72K | Sell |
98
-98
| -50% | -$2.72K | ﹤0.01% | 2746 |
|
|
2025
Q1 | $4.65K | Buy |
196
+98
| +100% | +$2.32K | ﹤0.01% | 2766 |
|
|
2024
Q4 | $2.06K | Hold |
98
| – | – | ﹤0.01% | 2590 |
|
|
2024
Q3 | $2.17K | Hold |
98
| – | – | ﹤0.01% | 2281 |
|
|
2024
Q2 | $1.84K | Hold |
98
| – | – | ﹤0.01% | 1904 |
|
|
2024
Q1 | $1.99K | Hold |
98
| – | – | ﹤0.01% | 1900 |
|
|
2023
Q4 | $1.57K | Hold |
98
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q3 | $1.37K | Hold |
98
| – | – | ﹤0.01% | 1987 |
|
|
2023
Q2 | $1.51K | Hold |
98
| – | – | ﹤0.01% | 1971 |
|
|
2023
Q1 | $1.79K | Hold |
98
| – | – | ﹤0.01% | 1922 |
|
|
2022
Q4 | $1.04K | Hold |
98
| – | – | ﹤0.01% | 1959 |
|
|
2022
Q3 | $0 | Hold |
98
| – | – | ﹤0.01% | 2581 |
|
|
2022
Q2 | $1K | Hold |
98
| – | – | ﹤0.01% | 2545 |
|
|
2022
Q1 | $1K | Hold |
98
| – | – | ﹤0.01% | 2701 |
|
|
2021
Q4 | $1K | Hold |
98
| – | – | ﹤0.01% | 2723 |
|
|
2021
Q3 | $1K | Hold |
98
| – | – | ﹤0.01% | 2791 |
|
|
2021
Q2 | $1K | Hold |
98
| – | – | ﹤0.01% | 2807 |
|
|
2021
Q1 | $1K | Hold |
98
| – | – | ﹤0.01% | 3069 |
|
|
2020
Q4 | $1K | Hold |
98
| – | – | ﹤0.01% | 2840 |
|
|
2020
Q3 | $1K | Hold |
98
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q2 | $1K | Hold |
98
| – | – | ﹤0.01% | 2519 |
|
|
2020
Q1 | $1K | Hold |
98
| – | – | ﹤0.01% | 2431 |
|
|
2019
Q4 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 2406 |
|
|
2019
Q1 | – | Sell |
-31
| Closed | -$1K | – | 2465 |
|
|
2018
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 2340 |
|
|
2018
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 2378 |
|