Concourse Financial Group Securities’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8032 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8304 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8305 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8315 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8316 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8251 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8048 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7846 |
|
|
2023
Q1 | – | Sell |
-1,108
| Closed | -$3.78K | – | 7560 |
|
|
2022
Q4 | $3.78K | Hold |
1,108
| – | – | ﹤0.01% | 1916 |
|
|
2022
Q3 | $3K | Buy |
+1,108
| New | +$3K | ﹤0.01% | 1773 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7291 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7151 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7040 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6815 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6573 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6350 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6152 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5941 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5786 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5720 |
|