Caption 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 |
-45,000
| Closed | -$264K | – | 1099 |
|
|
2024
Q4 | $264K | Buy |
+45,000
| New | +$264K | ﹤0.01% | 361 |
|
|
2024
Q3 | – | Sell |
-59,200
| Closed | -$410K | – | 866 |
|
|
2024
Q2 | $410K | Buy |
+59,200
| New | +$410K | 0.01% | 225 |
|
|
2021
Q3 | – | Sell |
-47,500
| Closed | -$401K | – | 933 |
|
|
2021
Q2 | $401K | Buy |
+47,500
| New | +$401K | 0.01% | 284 |
|