EverSource Wealth Advisors’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Sell |
5,781
-1,415
| -20% | -$5.86K | ﹤0.01% | 2154 |
|
|
2025
Q1 | $39.3K | Buy |
7,196
+5,458
| +314% | +$29.8K | ﹤0.01% | 1359 |
|
|
2024
Q4 | $10.2K | Buy |
1,738
+1,156
| +199% | +$6.79K | ﹤0.01% | 1981 |
|
|
2024
Q3 | $4.96K | Buy |
582
+376
| +183% | +$3.2K | ﹤0.01% | 2222 |
|
|
2024
Q2 | $1.73K | Buy |
206
+117
| +131% | +$983 | ﹤0.01% | 2601 |
|
|
2024
Q1 | $561 | Buy |
+89
| New | +$561 | ﹤0.01% | 2689 |
|
|
2022
Q1 | – | Sell |
-169
| Closed | -$1K | – | 1856 |
|
|
2021
Q4 | $1K | Buy |
+169
| New | +$1K | ﹤0.01% | 1736 |
|