Advisory Services Network’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,972
| Closed | -$76K | – | 1727 |
|
|
2024
Q3 | $76K | Hold |
10,972
| – | – | ﹤0.01% | 1482 |
|
|
2024
Q2 | $76K | Buy |
+10,972
| New | +$76K | ﹤0.01% | 1482 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$2.15K | – | 3586 |
|
|
2023
Q4 | $2.15K | Buy |
+300
| New | +$2.15K | ﹤0.01% | 3377 |
|
|
2023
Q3 | – | Sell |
-64,295
| Closed | -$360K | – | 1545 |
|
|
2023
Q2 | $360K | Buy |
64,295
+2,867
| +5% | +$16.1K | 0.01% | 1054 |
|
|
2023
Q1 | $302K | Buy |
61,428
+61,193
| +26,040% | +$300K | 0.01% | 1135 |
|
|
2022
Q4 | $778 | Buy |
+235
| New | +$778 | ﹤0.01% | 3645 |
|
|
2021
Q2 | – | Sell |
-66,846
| Closed | -$530K | – | 3654 |
|
|
2021
Q1 | $530K | Buy |
+66,846
| New | +$530K | 0.02% | 816 |
|