Cetera Investment Advisers’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
Q2 | $468K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $199K | Sell |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | $100K | Sell |
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|
2023
Q3 | $102K | Sell |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $84.2K | Sell |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $118K | Sell |
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|
2021
Q4 | $157K | Buy |
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|
2021
Q3 | $181K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $180K | Buy |
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