Atlas Capital Advisors’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 |
-5,046
| Closed | -$43K | – | 968 |
|
|
2024
Q3 | $43K | Hold |
5,046
| – | – | 0.01% | 602 |
|
|
2024
Q2 | $35K | Hold |
5,046
| – | – | ﹤0.01% | 630 |
|
|
2024
Q1 | $36.6K | Buy |
5,046
+3,309
| +191% | +$24K | 0.01% | 611 |
|
|
2023
Q4 | $12.4K | Hold |
1,737
| – | – | ﹤0.01% | 728 |
|
|
2023
Q3 | $8.42K | Hold |
1,737
| – | – | ﹤0.01% | 722 |
|
|
2023
Q2 | $9.73K | Buy |
+1,737
| New | +$9.73K | ﹤0.01% | 739 |
|