DHJJ Financial Advisors’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 | $4.76K | Hold |
1,149
| – | – | ﹤0.01% | 611 |
|
|
2025
Q1 | $6.27K | Hold |
1,149
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $6.75K | Buy |
1,149
+16
| +1% | +$94 | ﹤0.01% | 532 |
|
|
2024
Q3 | $9.66K | Buy |
1,133
+15
| +1% | +$128 | ﹤0.01% | 502 |
|
|
2024
Q2 | $7.75K | Buy |
1,118
+17
| +2% | +$118 | ﹤0.01% | 482 |
|
|
2024
Q1 | $7.99K | Buy |
1,101
+17
| +2% | +$123 | ﹤0.01% | 469 |
|
|
2023
Q4 | $7.75K | Buy |
1,084
+20
| +2% | +$143 | ﹤0.01% | 461 |
|
|
2023
Q3 | $5.16K | Buy |
+1,064
| New | +$5.16K | ﹤0.01% | 491 |
|