Baker Tilly Wealth Management’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,000
| Closed | -$168K | – | 551 |
|
|
2023
Q2 | $168K | Sell |
30,000
-582
| -2% | -$3.26K | 0.02% | 527 |
|
|
2023
Q1 | $150K | Buy |
30,582
+20,015
| +189% | +$98.3K | 0.02% | 528 |
|
|
2022
Q4 | $35K | Buy |
10,567
+17
| +0.2% | +$56 | ﹤0.01% | 533 |
|
|
2022
Q3 | $31K | Buy |
10,550
+14
| +0.1% | +$41 | ﹤0.01% | 502 |
|
|
2022
Q2 | $37K | Buy |
10,536
+13
| +0.1% | +$46 | ﹤0.01% | 488 |
|
|
2022
Q1 | $48K | Buy |
+10,523
| New | +$48K | 0.01% | 514 |
|
|
2021
Q4 | – | Sell |
-48,362
| Closed | -$336K | – | 545 |
|
|
2021
Q3 | $336K | Buy |
48,362
+6
| +0% | +$42 | 0.04% | 397 |
|
|
2021
Q2 | $409K | Buy |
48,356
+8,251
| +21% | +$69.8K | 0.07% | 327 |
|
|
2021
Q1 | $318K | Buy |
+40,105
| New | +$318K | 0.07% | 346 |
|