Farther Finance Advisors’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 | $3.1K | Buy |
748
+492
| +192% | +$2.04K | ﹤0.01% | 3539 |
|
2025
Q1 | $1.37K | Hold |
256
| – | – | ﹤0.01% | 3519 |
|
2024
Q4 | $1.5K | Buy |
256
+100
| +64% | +$587 | ﹤0.01% | 3115 |
|
2024
Q3 | $1.33K | Sell |
156
-300
| -66% | -$2.56K | ﹤0.01% | 3149 |
|
2024
Q2 | $3.08K | Buy |
456
+71
| +18% | +$479 | ﹤0.01% | 2612 |
|
2024
Q1 | $2.53K | Buy |
385
+250
| +185% | +$1.64K | ﹤0.01% | 2391 |
|
2023
Q4 | $965 | Buy |
+135
| New | +$965 | ﹤0.01% | 2748 |
|