Envestnet Asset Management’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
121,444
+98,837
| +437% | +$409K | ﹤0.01% | 3680 |
|
|
2025
Q1 | $123K | Buy |
22,607
+2,611
| +13% | +$14.3K | ﹤0.01% | 4213 |
|
|
2024
Q4 | $117K | Sell |
19,996
-6
| -0% | -$35 | ﹤0.01% | 4190 |
|
|
2024
Q3 | $170K | Sell |
20,002
-549
| -3% | -$4.68K | ﹤0.01% | 4049 |
|
|
2024
Q2 | $142K | Buy |
+20,551
| New | +$142K | ﹤0.01% | 4008 |
|
|
2022
Q2 | – | Sell |
-337,505
| Closed | -$1.53M | – | 4076 |
|
|
2022
Q1 | $1.53M | Buy |
337,505
+216,561
| +179% | +$981K | ﹤0.01% | 2368 |
|
|
2021
Q4 | $716K | Buy |
+120,944
| New | +$716K | ﹤0.01% | 2848 |
|