Bank of America’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 | $15.6M | Buy |
3,758,600
+1,819,129
| +94% | +$7.53M | ﹤0.01% | 2428 |
|
|
2025
Q1 | $10.6M | Buy |
1,939,471
+1,549,317
| +397% | +$8.46M | ﹤0.01% | 2623 |
|
|
2024
Q4 | $2.29M | Sell |
390,154
-470,993
| -55% | -$2.76M | ﹤0.01% | 3659 |
|
|
2024
Q3 | $7.34M | Buy |
861,147
+557,285
| +183% | +$4.75M | ﹤0.01% | 2882 |
|
|
2024
Q2 | $2.11M | Sell |
303,862
-298,546
| -50% | -$2.07M | ﹤0.01% | 3749 |
|
|
2024
Q1 | $4.37M | Buy |
602,408
+340,817
| +130% | +$2.47M | ﹤0.01% | 3157 |
|
|
2023
Q4 | $1.87M | Buy |
261,591
+213,176
| +440% | +$1.52M | ﹤0.01% | 3697 |
|
|
2023
Q3 | $235K | Sell |
48,415
-152,072
| -76% | -$738K | ﹤0.01% | 4957 |
|
|
2023
Q2 | $1.12M | Buy |
200,487
+129,526
| +183% | +$725K | ﹤0.01% | 3947 |
|
|
2023
Q1 | $348K | Sell |
70,961
-332,631
| -82% | -$1.63M | ﹤0.01% | 4842 |
|
|
2022
Q4 | $1.34M | Buy |
403,592
+25,408
| +7% | +$84.1K | ﹤0.01% | 3989 |
|
|
2022
Q3 | $1.11M | Sell |
378,184
-53,830
| -12% | -$158K | ﹤0.01% | 4129 |
|
|
2022
Q2 | $1.53M | Buy |
432,014
+127,347
| +42% | +$451K | ﹤0.01% | 3915 |
|
|
2022
Q1 | $1.38M | Buy |
304,667
+145,591
| +92% | +$659K | ﹤0.01% | 4294 |
|
|
2021
Q4 | $942K | Sell |
159,076
-77,962
| -33% | -$462K | ﹤0.01% | 4627 |
|
|
2021
Q3 | $1.65M | Buy |
237,038
+209,313
| +755% | +$1.45M | ﹤0.01% | 3947 |
|
|
2021
Q2 | $234K | Sell |
27,725
-180,061
| -87% | -$1.52M | ﹤0.01% | 5228 |
|
|
2021
Q1 | $1.65M | Buy |
207,786
+205,785
| +10,284% | +$1.63M | ﹤0.01% | 3896 |
|
|
2020
Q4 | $26K | Buy |
+2,001
| New | +$26K | ﹤0.01% | 5758 |
|