Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-631
| Closed | -$4.58K | – | 794 |
|
|
2024
Q1 | $4.58K | Buy |
631
+36
| +6% | +$261 | ﹤0.01% | 396 |
|
|
2023
Q4 | $4.26K | Sell |
595
-1,753
| -75% | -$12.5K | ﹤0.01% | 399 |
|
|
2023
Q3 | $11.4K | Buy |
2,348
+44
| +2% | +$213 | ﹤0.01% | 266 |
|
|
2023
Q2 | $12.9K | Buy |
2,304
+43
| +2% | +$241 | ﹤0.01% | 254 |
|
|
2023
Q1 | $11.1K | Buy |
2,261
+63
| +3% | +$309 | ﹤0.01% | 262 |
|
|
2022
Q4 | $7.28K | Buy |
2,198
+66
| +3% | +$218 | ﹤0.01% | 363 |
|
|
2022
Q3 | $6K | Buy |
+2,132
| New | +$6K | ﹤0.01% | 333 |
|
|
2022
Q2 | – | Sell |
-1,572
| Closed | -$7K | – | 613 |
|
|
2022
Q1 | $7K | Buy |
1,572
+26
| +2% | +$116 | ﹤0.01% | 395 |
|
|
2021
Q4 | $9K | Buy |
+1,546
| New | +$9K | ﹤0.01% | 423 |
|