Allworth Financial’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 | $298 | Sell |
72
-277
| -79% | -$1.15K | ﹤0.01% | 4244 |
|
|
2025
Q1 | $1.58K | Buy |
349
+267
| +326% | +$1.21K | ﹤0.01% | 3291 |
|
|
2024
Q4 | $505 | Sell |
82
-1,233
| -94% | -$7.59K | ﹤0.01% | 3592 |
|
|
2024
Q3 | $11.2K | Buy |
1,315
+596
| +83% | +$5.08K | ﹤0.01% | 2207 |
|
|
2024
Q2 | $5.67K | Sell |
719
-1,599
| -69% | -$12.6K | ﹤0.01% | 2469 |
|
|
2024
Q1 | $16.8K | Sell |
2,318
-249
| -10% | -$1.81K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $18.4K | Buy |
2,567
+252
| +11% | +$1.8K | ﹤0.01% | 1699 |
|
|
2023
Q3 | $11.2K | Buy |
2,315
+1
| +0% | +$5 | ﹤0.01% | 1799 |
|
|
2023
Q2 | $13K | Buy |
2,314
+2
| +0.1% | +$11 | ﹤0.01% | 1775 |
|
|
2023
Q1 | $11.4K | Buy |
2,312
+25
| +1% | +$123 | ﹤0.01% | 1750 |
|
|
2022
Q4 | $7.57K | Buy |
2,287
+656
| +40% | +$2.17K | ﹤0.01% | 1772 |
|
|
2022
Q3 | $5K | Sell |
1,631
-619
| -28% | -$1.9K | ﹤0.01% | 1904 |
|
|
2022
Q2 | $8K | Sell |
2,250
-44
| -2% | -$156 | ﹤0.01% | 1650 |
|
|
2022
Q1 | $10K | Buy |
2,294
+47
| +2% | +$205 | ﹤0.01% | 1497 |
|
|
2021
Q4 | $13K | Buy |
2,247
+76
| +4% | +$440 | ﹤0.01% | 1300 |
|
|
2021
Q3 | $15K | Sell |
2,171
-100
| -4% | -$691 | ﹤0.01% | 1129 |
|
|
2021
Q2 | $19K | Hold |
2,271
| – | – | ﹤0.01% | 877 |
|
|
2021
Q1 | $18K | Buy |
2,271
+1,721
| +313% | +$13.6K | ﹤0.01% | 827 |
|
|
2020
Q4 | $7K | Buy |
+550
| New | +$7K | ﹤0.01% | 926 |
|