Bank of New York Mellon’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 | $5.16M | Buy |
1,247,081
+175,684
| +16% | +$727K | ﹤0.01% | 2243 |
|
|
2025
Q1 | $5.85M | Sell |
1,071,397
-16,581
| -2% | -$90.5K | ﹤0.01% | 2133 |
|
|
2024
Q4 | $6.39M | Buy |
1,087,978
+147,459
| +16% | +$866K | ﹤0.01% | 2152 |
|
|
2024
Q3 | $8.01M | Buy |
940,519
+32,360
| +4% | +$276K | ﹤0.01% | 2046 |
|
|
2024
Q2 | $6.29M | Buy |
908,159
+37,190
| +4% | +$258K | ﹤0.01% | 2210 |
|
|
2024
Q1 | $6.32M | Buy |
870,969
+6,129
| +0.7% | +$44.5K | ﹤0.01% | 2201 |
|
|
2023
Q4 | $6.18M | Buy |
864,840
+18,082
| +2% | +$129K | ﹤0.01% | 2256 |
|
|
2023
Q3 | $4.11M | Buy |
846,758
+14,623
| +2% | +$70.9K | ﹤0.01% | 2420 |
|
|
2023
Q2 | $4.66M | Buy |
832,135
+2,284
| +0.3% | +$12.8K | ﹤0.01% | 2363 |
|
|
2023
Q1 | $4.07M | Sell |
829,851
-27,597
| -3% | -$136K | ﹤0.01% | 2412 |
|
|
2022
Q4 | $2.84M | Sell |
857,448
-14,948
| -2% | -$49.5K | ﹤0.01% | 2655 |
|
|
2022
Q3 | $2.56M | Buy |
872,396
+44,422
| +5% | +$130K | ﹤0.01% | 2679 |
|
|
2022
Q2 | $2.93M | Buy |
827,974
+38,083
| +5% | +$135K | ﹤0.01% | 2620 |
|
|
2022
Q1 | $3.58M | Buy |
789,891
+19,173
| +2% | +$86.9K | ﹤0.01% | 2598 |
|
|
2021
Q4 | $4.56M | Buy |
770,718
+628,106
| +440% | +$3.72M | ﹤0.01% | 2515 |
|
|
2021
Q3 | $991K | Buy |
142,612
+80,229
| +129% | +$558K | ﹤0.01% | 3396 |
|
|
2021
Q2 | $527K | Buy |
+62,383
| New | +$527K | ﹤0.01% | 3744 |
|