EverSource Wealth Advisors’s UWM Holdings UWMC Stock Holding History

EverSource Wealth Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$28.8K	Sell
2025 Q2	$23.9K	Sell
2025 Q1	$39.3K	Buy
2024 Q4	$10.2K	Buy
2024 Q3	$4.96K	Buy
2024 Q2	$1.73K	Buy
2024 Q1	$561	Buy
2022 Q1	–	Sell
2021 Q4	$1K	Buy