Cresset Asset Management’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-36,638
| Closed | -$204K | – | 1762 |
|
|
2025
Q1 | $204K | Buy |
36,638
+4,625
| +14% | +$25.7K | ﹤0.01% | 1500 |
|
|
2024
Q4 | $191K | Buy |
32,013
+834
| +3% | +$4.98K | ﹤0.01% | 1549 |
|
|
2024
Q3 | $269K | Sell |
31,179
-10,000
| -24% | -$86.2K | ﹤0.01% | 1821 |
|
|
2024
Q2 | $289K | Sell |
41,179
-1,505
| -4% | -$10.6K | ﹤0.01% | 1701 |
|
|
2024
Q1 | $314K | Buy |
42,684
+1,505
| +4% | +$11.1K | ﹤0.01% | 1540 |
|
|
2023
Q4 | $299K | Buy |
41,179
+97
| +0.2% | +$703 | ﹤0.01% | 1469 |
|
|
2023
Q3 | $203K | Sell |
41,082
-339
| -0.8% | -$1.68K | ﹤0.01% | 1581 |
|
|
2023
Q2 | $236K | Buy |
+41,421
| New | +$236K | ﹤0.01% | 1512 |
|