Corient Private Wealth’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 | $95.5K | Buy |
23,072
+837
| +4% | +$3.47K | ﹤0.01% | 2428 |
|
|
2025
Q1 | $121K | Buy |
+22,235
| New | +$121K | ﹤0.01% | 2145 |
|
|
2024
Q4 | – | Sell |
-10,115
| Closed | -$86.2K | – | 2502 |
|
|
2024
Q3 | $86.2K | Buy |
+10,115
| New | +$86.2K | ﹤0.01% | 2315 |
|
|
2023
Q3 | – | Sell |
-16,911
| Closed | -$94.7K | – | 2222 |
|
|
2023
Q2 | $94.7K | Sell |
16,911
-5,055
| -23% | -$28.3K | ﹤0.01% | 1965 |
|
|
2023
Q1 | $108K | Buy |
+21,966
| New | +$108K | ﹤0.01% | 1861 |
|