GeoWealth 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 Q1	–	Sell	-61	Closed	-$1.29K	–	1766
2024 Q4	$1.29K	Buy	61 +16	+36%	+$337	﹤0.01%	1679
2024 Q3	$998	Buy	+45	New	+$998	﹤0.01%	1593