Commonwealth Equity Services’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 | $106K | Sell |
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|
2025
Q2 | $89K | Sell |
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|
2025
Q1 | $117K | Buy |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $170K | Sell |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $233K | Sell |
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|
2023
Q1 | $507 | Buy |
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|
2022
Q4 | $115K | Sell |
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|
2022
Q3 | $120K | Sell |
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|
2022
Q2 | $159K | Buy |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $98K | Sell |
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|
2021
Q3 | $191K | Buy |
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|
2021
Q2 | $207K | Buy |
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|
2021
Q1 | $84K | Buy |
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