Coston McIsaac & Partners’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 | $5K | Buy |
1,409
+32
| +2% | +$114 | ﹤0.01% | 611 |
|
|
2025
Q1 | $7K | Buy |
1,377
+25
| +2% | +$127 | ﹤0.01% | 558 |
|
|
2024
Q4 | $7K | Buy |
1,352
+19
| +1% | +$98 | ﹤0.01% | 547 |
|
|
2024
Q3 | $11 | Buy |
1,333
+17
| +1% | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $9K | Buy |
1,316
+21
| +2% | +$144 | ﹤0.01% | 492 |
|
|
2024
Q1 | $9K | Buy |
1,295
+19
| +1% | +$132 | ﹤0.01% | 497 |
|
|
2023
Q4 | $9K | Buy |
1,276
+24
| +2% | +$169 | ﹤0.01% | 493 |
|
|
2023
Q3 | $6K | Buy |
1,252
+21
| +2% | +$101 | ﹤0.01% | 536 |
|
|
2023
Q2 | $6K | Buy |
1,231
+24
| +2% | +$117 | ﹤0.01% | 581 |
|
|
2023
Q1 | $5K | Buy |
1,207
+30
| +3% | +$124 | ﹤0.01% | 595 |
|
|
2022
Q4 | $3 | Buy |
1,177
+36
| +3% | – | ﹤0.01% | 655 |
|
|
2022
Q3 | $3K | Buy |
1,141
+28
| +3% | +$74 | ﹤0.01% | 576 |
|
|
2022
Q2 | $4K | Buy |
+1,113
| New | +$4K | ﹤0.01% | 379 |
|