Covestor’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 | $2K | Buy |
380
+356
| +1,483% | +$1.87K | ﹤0.01% | 1902 |
|
|
2025
Q1 | $0 | Buy |
24
+19
| +380% | – | ﹤0.01% | 2765 |
|
|
2024
Q4 | $0 | Buy |
5
+4
| +400% | – | ﹤0.01% | 2778 |
|
|
2024
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2814 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2801 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2798 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | – | – | 2783 |
|
|
2023
Q3 | $0 | Sell |
1
-8
| -89% | – | ﹤0.01% | 2776 |
|
|
2023
Q2 | $0 | Sell |
9
-10
| -53% | – | ﹤0.01% | 2708 |
|
|
2023
Q1 | $0 | Sell |
19
-51
| -73% | – | ﹤0.01% | 2641 |
|
|
2022
Q4 | $0 | Buy |
70
+67
| +2,233% | – | ﹤0.01% | 2658 |
|
|
2022
Q3 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 2645 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2395 |
|
|
2022
Q1 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 2509 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2379 |
|