Evergreen Capital Management’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 | $59.8K | Sell |
14,123
-1,977
| -12% | -$8.37K | ﹤0.01% | 1107 |
|
|
2025
Q1 | $89.4K | Buy |
16,100
+693
| +4% | +$3.85K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $91.9K | Hold |
15,407
| – | – | ﹤0.01% | 1047 |
|
|
2024
Q3 | $133K | Hold |
15,407
| – | – | ﹤0.01% | 971 |
|
|
2024
Q2 | $108K | Sell |
15,407
-206
| -1% | -$1.45K | ﹤0.01% | 908 |
|
|
2024
Q1 | $115K | Buy |
15,613
+155
| +1% | +$1.14K | ﹤0.01% | 835 |
|
|
2023
Q4 | $112K | Sell |
15,458
-24
| -0.2% | -$174 | ﹤0.01% | 813 |
|
|
2023
Q3 | $76.6K | Hold |
15,482
| – | – | ﹤0.01% | 772 |
|
|
2023
Q2 | $88.3K | Hold |
15,482
| – | – | ﹤0.01% | 780 |
|
|
2023
Q1 | $77K | Buy |
15,482
+4,878
| +46% | +$24.3K | ﹤0.01% | 700 |
|
|
2022
Q4 | $36.2K | Buy |
+10,604
| New | +$36.2K | ﹤0.01% | 670 |
|