Blue Trust Inc’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 | $161 | Sell |
39
-1,875
| -98% | -$7.74K | ﹤0.01% | 2395 |
|
|
2025
Q1 | $10.5K | Buy |
1,914
+203
| +12% | +$1.11K | ﹤0.01% | 1874 |
|
|
2024
Q4 | $10K | Sell |
1,711
-32,284
| -95% | -$190K | ﹤0.01% | 1857 |
|
|
2024
Q3 | $236K | Buy |
33,995
+17,545
| +107% | +$122K | ﹤0.01% | 788 |
|
|
2024
Q2 | $119K | Buy |
+16,450
| New | +$119K | ﹤0.01% | 895 |
|
|
2024
Q1 | – | Sell |
-1,812
| Closed | -$9K | – | 2713 |
|
|
2023
Q4 | $9K | Buy |
+1,812
| New | +$9K | ﹤0.01% | 1635 |
|
|
2023
Q2 | – | Sell |
-116
| Closed | – | – | 2544 |
|
|
2023
Q1 | $0 | Buy |
116
+15
| +15% | – | ﹤0.01% | 2652 |
|
|
2022
Q4 | $0 | Buy |
+101
| New | – | ﹤0.01% | 2492 |
|