Bleakley Financial Group’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 | – | Sell |
-44,059
| Closed | -$241K | – | 588 |
|
|
2025
Q1 | $241K | Buy |
44,059
+4,336
| +11% | +$23.7K | 0.01% | 495 |
|
|
2024
Q4 | $233K | Buy |
39,723
+10,734
| +37% | +$63K | 0.01% | 898 |
|
|
2024
Q3 | $247K | Buy |
28,989
+12
| +0% | +$102 | 0.01% | 861 |
|
|
2024
Q2 | $201K | Sell |
28,977
-1,238
| -4% | -$8.58K | 0.01% | 899 |
|
|
2024
Q1 | $219K | Buy |
30,215
+4,612
| +18% | +$33.5K | 0.01% | 859 |
|
|
2023
Q4 | $183K | Buy |
25,603
+350
| +1% | +$2.5K | 0.01% | 864 |
|
|
2023
Q3 | $122K | Sell |
25,253
-2,976
| -11% | -$14.4K | ﹤0.01% | 825 |
|
|
2023
Q2 | $158K | Buy |
28,229
+13,226
| +88% | +$74.1K | ﹤0.01% | 856 |
|
|
2023
Q1 | $73.7K | Buy |
+15,003
| New | +$73.7K | ﹤0.01% | 866 |
|