Charles Schwab’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 | $3.53M | Buy |
851,836
+277,160
| +48% | +$1.15M | ﹤0.01% | 2476 |
|
|
2025
Q1 | $3.14M | Sell |
574,676
-5,871
| -1% | -$32.1K | ﹤0.01% | 2465 |
|
|
2024
Q4 | $3.41M | Buy |
580,547
+6,257
| +1% | +$36.7K | ﹤0.01% | 2515 |
|
|
2024
Q3 | $4.89M | Buy |
574,290
+7,846
| +1% | +$66.8K | ﹤0.01% | 2389 |
|
|
2024
Q2 | $3.93M | Buy |
566,444
+19,423
| +4% | +$135K | ﹤0.01% | 2448 |
|
|
2024
Q1 | $3.97M | Buy |
547,021
+15,306
| +3% | +$111K | ﹤0.01% | 2368 |
|
|
2023
Q4 | $3.8M | Buy |
531,715
+11,717
| +2% | +$83.8K | ﹤0.01% | 2420 |
|
|
2023
Q3 | $2.52M | Buy |
519,998
+23,388
| +5% | +$113K | ﹤0.01% | 2530 |
|
|
2023
Q2 | $2.78M | Buy |
496,610
+1,684
| +0.3% | +$9.43K | ﹤0.01% | 2450 |
|
|
2023
Q1 | $2.43M | Buy |
494,926
+7,822
| +2% | +$38.4K | ﹤0.01% | 2469 |
|
|
2022
Q4 | $1.61M | Buy |
487,104
+7,583
| +2% | +$25.1K | ﹤0.01% | 2630 |
|
|
2022
Q3 | $1.41M | Buy |
479,521
+61,535
| +15% | +$180K | ﹤0.01% | 2694 |
|
|
2022
Q2 | $1.48M | Sell |
417,986
-36,640
| -8% | -$130K | ﹤0.01% | 2652 |
|
|
2022
Q1 | $2.06M | Buy |
454,626
+11,507
| +3% | +$52.1K | ﹤0.01% | 2639 |
|
|
2021
Q4 | $2.62M | Sell |
443,119
-3,922
| -0.9% | -$23.2K | ﹤0.01% | 2612 |
|
|
2021
Q3 | $3.11M | Buy |
447,041
+181,796
| +69% | +$1.26M | ﹤0.01% | 2590 |
|
|
2021
Q2 | $2.24M | Buy |
265,245
+11,085
| +4% | +$93.7K | ﹤0.01% | 2676 |
|
|
2021
Q1 | $2.02M | Buy |
+254,160
| New | +$2.02M | ﹤0.01% | 2658 |
|