Clearstead Advisors’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
Q3 | $4.45K | Sell |
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|
2025
Q2 | $6.57K | Buy |
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|
2025
Q1 | $6.43K | Buy |
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|
2024
Q4 | $833 | Buy |
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|
2024
Q3 | $1.19K | Buy |
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|
2024
Q2 | $957 | Hold |
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|
2024
Q1 | $960 | Buy |
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|
2023
Q4 | $958 | Sell |
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|
2023
Q3 | $1.27K | Buy |
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|
2023
Q2 | $722 | Buy |
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|
2023
Q1 | $621 | Buy |
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|
2022
Q4 | $407 | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Buy |
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