Allworth Financial’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298 | Sell |
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|
2025
Q1 | $1.58K | Buy |
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|
2024
Q4 | $505 | Sell |
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|
2024
Q3 | $11.2K | Buy |
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|
2024
Q2 | $5.67K | Sell |
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|
2024
Q1 | $16.8K | Sell |
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|
2023
Q4 | $18.4K | Buy |
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|
2023
Q3 | $11.2K | Buy |
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|
2023
Q2 | $13K | Buy |
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|
2023
Q1 | $11.4K | Buy |
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|
2022
Q4 | $7.57K | Buy |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | $13K | Buy |
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|
2021
Q3 | $15K | Sell |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $7K | Buy |
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