Rockwood 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 | $454K | Hold |
16,373
| – | – | 0.04% | 65 |
|
2025
Q1 | $388K | Hold |
16,373
| – | – | 0.04% | 63 |
|
2024
Q4 | $337K | Buy |
16,373
+5,337
| +48% | +$110K | 0.04% | 65 |
|
2024
Q3 | $245K | Hold |
11,036
| – | – | 0.03% | 76 |
|
2024
Q2 | $207K | Hold |
11,036
| – | – | 0.03% | 81 |
|
2024
Q1 | $224K | Hold |
11,036
| – | – | 0.03% | 76 |
|
2023
Q4 | $176K | Hold |
11,036
| – | – | 0.03% | 75 |
|
2023
Q3 | $155K | Hold |
11,036
| – | – | 0.03% | 64 |
|
2023
Q2 | $170K | Hold |
11,036
| – | – | 0.03% | 75 |
|
2023
Q1 | $201K | Hold |
11,036
| – | – | 0.04% | 69 |
|
2022
Q4 | $117K | Hold |
11,036
| – | – | 0.03% | 68 |
|
2022
Q3 | $109K | Buy |
+11,036
| New | +$109K | 0.03% | 68 |
|