Cerity Partners’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
$154K Sell
2025
Q2
$108K Sell
2025
Q1
$342K Buy
2024
Q4
Sell
2024
Q3
$89.9K Buy
2024
Q2
$72.9K Buy