Basswood Capital Management’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,124,694
| Closed | -$6.6M | – | 120 |
|
|
2024
Q4 | $6.6M | Buy |
+1,124,694
| New | +$6.6M | 0.38% | 67 |
|
|
2023
Q4 | – | Sell |
-312,164
| Closed | -$1.51M | – | 106 |
|
|
2023
Q3 | $1.51M | Sell |
312,164
-27,426
| -8% | -$133K | 0.11% | 90 |
|
|
2023
Q2 | $1.9M | Sell |
339,590
-634,042
| -65% | -$3.55M | 0.14% | 85 |
|
|
2023
Q1 | $4.78M | Buy |
+973,632
| New | +$4.78M | 0.33% | 76 |
|
|
2022
Q4 | – | Sell |
-797,384
| Closed | -$2.34M | – | 129 |
|
|
2022
Q3 | $2.34M | Buy |
797,384
+300,075
| +60% | +$879K | 0.17% | 88 |
|
|
2022
Q2 | $1.76M | Buy |
497,309
+101,013
| +25% | +$357K | 0.11% | 102 |
|
|
2022
Q1 | $1.8M | Hold |
396,296
| – | – | 0.09% | 104 |
|
|
2021
Q4 | $2.35M | Sell |
396,296
-457,642
| -54% | -$2.71M | 0.11% | 99 |
|
|
2021
Q3 | $5.94M | Sell |
853,938
-190,712
| -18% | -$1.33M | 0.24% | 73 |
|
|
2021
Q2 | $8.83M | Buy |
1,044,650
+793,621
| +316% | +$6.71M | 0.37% | 58 |
|
|
2021
Q1 | $1.99M | Sell |
251,029
-305,813
| -55% | -$2.43M | 0.09% | 89 |
|
|
2020
Q4 | $7.31M | Buy |
+556,842
| New | +$7.31M | 0.45% | 48 |
|