Clearstead Advisors’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 | $6.57K | Buy |
1,587
+410
| +35% | +$1.7K | ﹤0.01% | 2024 |
|
|
2025
Q1 | $6.43K | Buy |
1,177
+1,035
| +729% | +$5.65K | ﹤0.01% | 1700 |
|
|
2024
Q4 | $833 | Buy |
142
+2
| +1% | +$12 | ﹤0.01% | 1939 |
|
|
2024
Q3 | $1.19K | Buy |
140
+2
| +1% | +$17 | ﹤0.01% | 1895 |
|
|
2024
Q2 | $957 | Hold |
138
| – | – | ﹤0.01% | 1897 |
|
|
2024
Q1 | $960 | Buy |
138
+4
| +3% | +$28 | ﹤0.01% | 1405 |
|
|
2023
Q4 | $958 | Sell |
134
-128
| -49% | -$915 | ﹤0.01% | 1402 |
|
|
2023
Q3 | $1.27K | Buy |
262
+133
| +103% | +$647 | ﹤0.01% | 1442 |
|
|
2023
Q2 | $722 | Buy |
129
+3
| +2% | +$17 | ﹤0.01% | 1279 |
|
|
2023
Q1 | $621 | Buy |
126
+3
| +2% | +$15 | ﹤0.01% | 1281 |
|
|
2022
Q4 | $407 | Buy |
123
+4
| +3% | +$13 | ﹤0.01% | 1241 |
|
|
2022
Q3 | $0 | Buy |
119
+3
| +3% | – | ﹤0.01% | 1364 |
|
|
2022
Q2 | $0 | Buy |
116
+3
| +3% | – | ﹤0.01% | 1458 |
|
|
2022
Q1 | $1K | Buy |
113
+1
| +0.9% | +$9 | ﹤0.01% | 1330 |
|
|
2021
Q4 | $1K | Buy |
112
+2
| +2% | +$18 | ﹤0.01% | 1221 |
|
|
2021
Q3 | $1K | Hold |
110
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q2 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 1208 |
|