Credit Suisse’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $715K | Hold |
98,423
| – | – | ﹤0.01% | 2460 |
|
|
2023
Q4 | $704K | Buy |
98,423
+12,812
| +15% | +$91.6K | ﹤0.01% | 2551 |
|
|
2023
Q3 | $415K | Sell |
85,611
-4,726
| -5% | -$22.9K | ﹤0.01% | 2770 |
|
|
2023
Q2 | $506K | Buy |
90,337
+13,774
| +18% | +$77.1K | ﹤0.01% | 2750 |
|
|
2023
Q1 | $376K | Buy |
76,563
+7,232
| +10% | +$35.5K | ﹤0.01% | 2886 |
|
|
2022
Q4 | $229K | Sell |
69,331
-40,500
| -37% | -$134K | ﹤0.01% | 3125 |
|
|
2022
Q3 | $323K | Sell |
109,831
-706
| -0.6% | -$2.08K | ﹤0.01% | 3028 |
|
|
2022
Q2 | $392K | Buy |
110,537
+49,582
| +81% | +$176K | ﹤0.01% | 2981 |
|
|
2022
Q1 | $276K | Buy |
60,955
+4,318
| +8% | +$19.6K | ﹤0.01% | 3245 |
|
|
2021
Q4 | $334K | Sell |
56,637
-8,940
| -14% | -$52.7K | ﹤0.01% | 3259 |
|
|
2021
Q3 | $456K | Buy |
65,577
+5,725
| +10% | +$39.8K | ﹤0.01% | 3045 |
|
|
2021
Q2 | $532K | Buy |
+59,852
| New | +$532K | ﹤0.01% | 2988 |
|