Commonwealth Equity Services’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 | $89K | Sell |
21,505
-13
| -0.1% | -$54 | ﹤0.01% | 4084 |
|
|
2025
Q1 | $117K | Buy |
21,518
+483
| +2% | +$2.63K | ﹤0.01% | 3970 |
|
|
2024
Q4 | $123K | Sell |
21,035
-5,918
| -22% | -$34.6K | ﹤0.01% | 3869 |
|
|
2024
Q3 | $230K | Buy |
26,953
+7,184
| +36% | +$61.3K | ﹤0.01% | 3578 |
|
|
2024
Q2 | $137K | Sell |
19,769
-3,591
| -15% | -$24.9K | ﹤0.01% | 3753 |
|
|
2024
Q1 | $170K | Sell |
23,360
-24,873
| -52% | -$181K | ﹤0.01% | 3680 |
|
|
2023
Q4 | $345K | Buy |
48,233
+6,554
| +16% | +$46.9K | ﹤0.01% | 3051 |
|
|
2023
Q3 | $202K | Buy |
41,679
+85
| +0.2% | +$412 | ﹤0.01% | 3374 |
|
|
2023
Q2 | $233K | Sell |
41,594
-61,665
| -60% | -$345K | ﹤0.01% | 3260 |
|
|
2023
Q1 | $507 | Buy |
103,259
+68,437
| +197% | +$336 | ﹤0.01% | 2543 |
|
|
2022
Q4 | $115K | Sell |
34,822
-6,182
| -15% | -$20.4K | ﹤0.01% | 3389 |
|
|
2022
Q3 | $120K | Sell |
41,004
-3,950
| -9% | -$11.6K | ﹤0.01% | 3331 |
|
|
2022
Q2 | $159K | Buy |
44,954
+427
| +1% | +$1.51K | ﹤0.01% | 3273 |
|
|
2022
Q1 | $201K | Buy |
44,527
+27,864
| +167% | +$126K | ﹤0.01% | 3334 |
|
|
2021
Q4 | $98K | Sell |
16,663
-10,902
| -40% | -$64.1K | ﹤0.01% | 3459 |
|
|
2021
Q3 | $191K | Buy |
27,565
+3,022
| +12% | +$20.9K | ﹤0.01% | 3291 |
|
|
2021
Q2 | $207K | Buy |
24,543
+13,911
| +131% | +$117K | ﹤0.01% | 3242 |
|
|
2021
Q1 | $84K | Buy |
+10,632
| New | +$84K | ﹤0.01% | 3294 |
|