CAPTRUST Financial Advisors’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 |
-20,276
| Closed | -$111K | – | 2595 |
|
|
2025
Q1 | $111K | Buy |
+20,276
| New | +$111K | ﹤0.01% | 2226 |
|
|
2022
Q3 | – | Sell |
-9,589
| Closed | -$34K | – | 3983 |
|
|
2022
Q2 | $34K | Buy |
9,589
+6,601
| +221% | +$23.4K | ﹤0.01% | 3041 |
|
|
2022
Q1 | $14K | Buy |
2,988
+394
| +15% | +$1.85K | ﹤0.01% | 3625 |
|
|
2021
Q4 | $16K | Sell |
2,594
-1,951
| -43% | -$12K | ﹤0.01% | 3449 |
|
|
2021
Q3 | $32K | Buy |
+4,545
| New | +$32K | ﹤0.01% | 2868 |
|
|
2021
Q2 | – | Sell |
-1,790
| Closed | -$14K | – | 4662 |
|
|
2021
Q1 | $14K | Buy |
1,790
+1,690
| +1,690% | +$13.2K | ﹤0.01% | 3244 |
|
|
2020
Q4 | $1K | Sell |
100
-17,696
| -99% | -$177K | ﹤0.01% | 3321 |
|
|
2020
Q3 | $181K | Buy |
+17,796
| New | +$181K | ﹤0.01% | 1071 |
|