180 Wealth Advisors’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
107,822
+40,314
| +60% | +$167K | 0.06% | 261 |
|
|
2025
Q1 | $369K | Buy |
67,508
+5,724
| +9% | +$31.3K | 0.06% | 276 |
|
|
2024
Q4 | $363K | Buy |
61,784
+15,878
| +35% | +$93.2K | 0.06% | 286 |
|
|
2024
Q3 | $391K | Sell |
45,906
-1,195
| -3% | -$10.2K | 0.06% | 274 |
|
|
2024
Q2 | $351K | Sell |
47,101
-2,233
| -5% | -$16.7K | 0.06% | 290 |
|
|
2024
Q1 | $358K | Sell |
49,334
-787
| -2% | -$5.71K | 0.06% | 260 |
|
|
2023
Q4 | $352K | Buy |
50,121
+3,606
| +8% | +$25.3K | 0.07% | 251 |
|
|
2023
Q3 | $226K | Buy |
46,515
+2,732
| +6% | +$13.3K | 0.05% | 308 |
|
|
2023
Q2 | $239K | Sell |
43,783
-403
| -0.9% | -$2.2K | 0.05% | 297 |
|
|
2023
Q1 | $217K | Buy |
44,186
+2,016
| +5% | +$9.9K | 0.05% | 324 |
|
|
2022
Q4 | $188K | Buy |
42,170
+7,717
| +22% | +$34.5K | 0.04% | 338 |
|
|
2022
Q3 | $101K | Buy |
34,453
+4,678
| +16% | +$13.7K | 0.03% | 340 |
|
|
2022
Q2 | $111K | Buy |
29,775
+8,295
| +39% | +$30.9K | 0.03% | 349 |
|
|
2022
Q1 | $85K | Buy |
+21,480
| New | +$85K | 0.02% | 368 |
|