Creative Planning’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 | $562K | Buy |
135,816
+101,883
| +300% | +$422K | ﹤0.01% | 2355 |
|
|
2025
Q1 | $185K | Buy |
33,933
+9,848
| +41% | +$53.8K | ﹤0.01% | 3093 |
|
|
2024
Q4 | $141K | Sell |
24,085
-24,878
| -51% | -$146K | ﹤0.01% | 3071 |
|
|
2024
Q3 | $417K | Buy |
48,963
+14,589
| +42% | +$124K | ﹤0.01% | 2266 |
|
|
2024
Q2 | $238K | Buy |
34,374
+21,567
| +168% | +$149K | ﹤0.01% | 2531 |
|
|
2024
Q1 | $93K | Buy |
12,807
+1,202
| +10% | +$8.73K | ﹤0.01% | 2704 |
|
|
2023
Q4 | $83K | Buy |
+11,605
| New | +$83K | ﹤0.01% | 2578 |
|