Carson Wealth (CWM LLC)’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
60,439
-55,325
| -48% | -$229K | ﹤0.01% | 1986 |
|
|
2025
Q1 | $632K | Buy |
115,764
+103,770
| +865% | +$567K | ﹤0.01% | 1361 |
|
|
2024
Q4 | $70K | Sell |
11,994
-2,249
| -16% | -$13.1K | ﹤0.01% | 2537 |
|
|
2024
Q3 | $121K | Buy |
14,243
+7,772
| +120% | +$66K | ﹤0.01% | 2082 |
|
|
2024
Q2 | $45K | Buy |
6,471
+3,177
| +96% | +$22.1K | ﹤0.01% | 2549 |
|
|
2024
Q1 | $24K | Buy |
3,294
+2,661
| +420% | +$19.4K | ﹤0.01% | 2786 |
|
|
2023
Q4 | $5K | Sell |
633
-500
| -44% | -$3.95K | ﹤0.01% | 3551 |
|
|
2023
Q3 | $5K | Hold |
1,133
| – | – | ﹤0.01% | 3502 |
|
|
2023
Q2 | $6K | Sell |
1,133
-46
| -4% | -$244 | ﹤0.01% | 3387 |
|
|
2023
Q1 | $6K | Hold |
1,179
| – | – | ﹤0.01% | 3241 |
|
|
2022
Q4 | $4K | Sell |
1,179
-1,773
| -60% | -$6.02K | ﹤0.01% | 3338 |
|
|
2022
Q3 | $9K | Sell |
2,952
-200
| -6% | -$610 | ﹤0.01% | 2770 |
|
|
2022
Q2 | $11K | Buy |
3,152
+2,652
| +530% | +$9.26K | ﹤0.01% | 2535 |
|
|
2022
Q1 | $2K | Sell |
500
-26
| -5% | -$104 | ﹤0.01% | 3229 |
|
|
2021
Q4 | $3K | Buy |
+526
| New | +$3K | ﹤0.01% | 3034 |
|
|
2021
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2021
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2020
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2020
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2020
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2020
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2019
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2019
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2019
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 2454 |
|
|
2019
Q1 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 2454 |
|