Envestnet Asset Management’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $92.9K | Buy |
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|
2025
Q4 | $77.8K | Sell |
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|
2025
Q3 | $679K | Sell |
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|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $123K | Buy |
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|
2024
Q4 | $117K | Sell |
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|
2024
Q3 | $170K | Sell |
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|
2024
Q2 | $142K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $716K | Buy |
|