Arkadios 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 | $44.9K | Buy |
10,853
+249
| +2% | +$1.03K | ﹤0.01% | 1227 |
|
|
2025
Q1 | $57.9K | Buy |
10,604
+463
| +5% | +$2.53K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $59.5K | Hold |
10,141
| – | – | ﹤0.01% | 894 |
|
|
2024
Q3 | $86.4K | Sell |
10,141
-6,500
| -39% | -$55.4K | ﹤0.01% | 873 |
|
|
2024
Q2 | $115K | Sell |
16,641
-500
| -3% | -$3.47K | 0.01% | 790 |
|
|
2024
Q1 | $124K | Sell |
17,141
-10,500
| -38% | -$76.2K | 0.01% | 670 |
|
|
2023
Q4 | $198K | Sell |
27,641
-1,400
| -5% | -$10K | 0.02% | 652 |
|
|
2023
Q3 | $141K | Buy |
+29,041
| New | +$141K | 0.01% | 633 |
|