CAPTRUST Financial Advisors’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $111K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $14K | Buy |
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|
2020
Q4 | $1K | Sell |
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|
2020
Q3 | $181K | Buy |
|