Coppell Advisory Solutions’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 | – | Sell |
-1,937
| Closed | -$11.1K | – | 1799 |
|
|
2024
Q4 | $11.1K | Sell |
1,937
-420
| -18% | -$2.41K | ﹤0.01% | 1076 |
|
|
2024
Q3 | $19.8K | Hold |
2,357
| – | – | ﹤0.01% | 887 |
|
|
2024
Q2 | $16.3K | Buy |
+2,357
| New | +$16.3K | ﹤0.01% | 861 |
|
|
2023
Q4 | $16.9K | Buy |
2,357
+1,826
| +344% | +$13.1K | ﹤0.01% | 794 |
|
|
2023
Q3 | $1.76K | Buy |
531
+106
| +25% | +$351 | ﹤0.01% | 876 |
|
|
2023
Q2 | $2.4K | Buy |
+425
| New | +$2.4K | ﹤0.01% | 989 |
|
|
2023
Q1 | – | Sell |
-531
| Closed | -$1.76K | – | 1041 |
|
|
2022
Q4 | $1.76K | Buy |
+531
| New | +$1.76K | ﹤0.01% | 876 |
|