Cetera Investment Advisers’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
112,961
+19,239
| +21% | +$79.7K | ﹤0.01% | 3020 |
|
|
2025
Q1 | $512K | Buy |
93,722
+6,988
| +8% | +$38.2K | ﹤0.01% | 2825 |
|
|
2024
Q4 | $509K | Buy |
86,734
+51,732
| +148% | +$304K | ﹤0.01% | 2668 |
|
|
2024
Q3 | $298K | Buy |
35,002
+6,248
| +22% | +$53.2K | ﹤0.01% | 3070 |
|
|
2024
Q2 | $199K | Sell |
28,754
-171
| -0.6% | -$1.19K | ﹤0.01% | 3360 |
|
|
2024
Q1 | $210K | Buy |
28,925
+14,925
| +107% | +$108K | ﹤0.01% | 3319 |
|
|
2023
Q4 | $100K | Sell |
14,000
-7,000
| -33% | -$50.1K | ﹤0.01% | 2139 |
|
|
2023
Q3 | $102K | Sell |
21,000
-150
| -0.7% | -$728 | ﹤0.01% | 2092 |
|
|
2023
Q2 | $118K | Hold |
21,150
| – | – | ﹤0.01% | 2077 |
|
|
2023
Q1 | $104K | Sell |
21,150
-4,300
| -17% | -$21.1K | ﹤0.01% | 2062 |
|
|
2022
Q4 | $84.2K | Sell |
25,450
-500
| -2% | -$1.66K | ﹤0.01% | 2009 |
|
|
2022
Q3 | $76K | Hold |
25,950
| – | – | ﹤0.01% | 1603 |
|
|
2022
Q2 | $92K | Hold |
25,950
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q1 | $118K | Sell |
25,950
-600
| -2% | -$2.73K | ﹤0.01% | 1787 |
|
|
2021
Q4 | $157K | Buy |
26,550
+500
| +2% | +$2.96K | ﹤0.01% | 1763 |
|
|
2021
Q3 | $181K | Buy |
26,050
+2,160
| +9% | +$15K | ﹤0.01% | 1684 |
|
|
2021
Q2 | $202K | Buy |
23,890
+1,200
| +5% | +$10.1K | ﹤0.01% | 1670 |
|
|
2021
Q1 | $180K | Buy |
+22,690
| New | +$180K | ﹤0.01% | 1498 |
|