Charles Schwab’s United Homes Group UHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,396
| Closed | -$65.5K | – | 3581 |
|
|
2025
Q1 | $65.5K | Buy |
23,396
+6,000
| +34% | +$16.8K | ﹤0.01% | 3383 |
|
|
2024
Q4 | $73.6K | Hold |
17,396
| – | – | ﹤0.01% | 3419 |
|
|
2024
Q3 | $107K | Hold |
17,396
| – | – | ﹤0.01% | 3374 |
|
|
2024
Q2 | $99K | Hold |
17,396
| – | – | ﹤0.01% | 3475 |
|
|
2024
Q1 | $122K | Hold |
17,396
| – | – | ﹤0.01% | 3291 |
|
|
2023
Q4 | $147K | Hold |
17,396
| – | – | ﹤0.01% | 3312 |
|
|
2023
Q3 | $97.4K | Sell |
17,396
-22,984
| -57% | -$129K | ﹤0.01% | 3355 |
|
|
2023
Q2 | $451K | Buy |
+40,380
| New | +$451K | ﹤0.01% | 3106 |
|