Delta Asset Management’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,001
| Closed | -$14.5K | – | 656 |
|
|
2024
Q1 | $14.5K | Buy |
2,001
+93
| +5% | +$675 | ﹤0.01% | 407 |
|
|
2023
Q4 | $13.6K | Buy |
1,908
+135
| +8% | +$965 | ﹤0.01% | 410 |
|
|
2023
Q3 | $8.6K | Buy |
1,773
+177
| +11% | +$859 | ﹤0.01% | 460 |
|
|
2023
Q2 | $8.94K | Buy |
1,596
+28
| +2% | +$157 | ﹤0.01% | 468 |
|
|
2023
Q1 | $7.7K | Buy |
1,568
+138
| +10% | +$678 | ﹤0.01% | 456 |
|
|
2022
Q4 | $4.74K | Buy |
+1,430
| New | +$4.74K | ﹤0.01% | 522 |
|
|
2022
Q1 | – | Sell |
-403
| Closed | -$2K | – | 561 |
|
|
2021
Q4 | $2K | Buy |
403
+203
| +102% | +$1.01K | ﹤0.01% | 603 |
|
|
2021
Q3 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 622 |
|