Cerity Partners’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 | $108K | Sell |
26,034
-36,597
| -58% | -$152K | ﹤0.01% | 2466 |
|
|
2025
Q1 | $342K | Buy |
+62,631
| New | +$342K | ﹤0.01% | 1951 |
|
|
2024
Q4 | – | Sell |
-10,548
| Closed | -$89.9K | – | 2602 |
|
|
2024
Q3 | $89.9K | Buy |
10,548
+25
| +0.2% | +$213 | ﹤0.01% | 2433 |
|
|
2024
Q2 | $72.9K | Buy |
+10,523
| New | +$72.9K | ﹤0.01% | 2141 |
|