Easterly Investment Partners’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 | $1M | Buy |
242,225
+75,715
| +45% | +$313K | 0.07% | 150 |
|
|
2025
Q1 | $909K | Buy |
166,510
+56,010
| +51% | +$306K | 0.08% | 147 |
|
|
2024
Q4 | $649K | Buy |
+110,500
| New | +$649K | 0.05% | 164 |
|
|
2023
Q3 | – | Sell |
-11,870
| Closed | -$66.5K | – | 201 |
|
|
2023
Q2 | $66.5K | Sell |
11,870
-175
| -1% | -$980 | 0.01% | 190 |
|
|
2023
Q1 | $59.1K | Buy |
+12,045
| New | +$59.1K | 0.01% | 184 |
|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$103K | – | 147 |
|
|
2020
Q3 | $103K | Sell |
10,000
-18,380
| -65% | -$189K | ﹤0.01% | 92 |
|
|
2020
Q2 | $288K | Buy |
+28,380
| New | +$288K | 0.01% | 64 |
|