Fidelis Capital Partners’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 | $68.3K | Sell |
16,187
-2,421
| -13% | -$10.2K | 0.01% | 440 |
|
|
2025
Q1 | $82.8K | Buy |
18,608
+63
| +0.3% | +$280 | 0.01% | 420 |
|
|
2024
Q4 | $109K | Sell |
18,545
-100
| -0.5% | -$588 | 0.01% | 432 |
|
|
2024
Q3 | $123K | Buy |
18,645
+97
| +0.5% | +$639 | 0.01% | 405 |
|
|
2024
Q2 | $152K | Sell |
18,548
-44
| -0.2% | -$359 | 0.02% | 368 |
|
|
2024
Q1 | $135K | Buy |
18,592
+28
| +0.2% | +$203 | 0.02% | 360 |
|
|
2023
Q4 | $133K | Sell |
18,564
-813
| -4% | -$5.81K | 0.03% | 316 |
|
|
2023
Q3 | $94K | Buy |
19,377
+1,302
| +7% | +$6.32K | 0.03% | 262 |
|
|
2023
Q2 | $101K | Buy |
18,075
+892
| +5% | +$5K | 0.04% | 265 |
|
|
2023
Q1 | $100K | Buy |
+17,183
| New | +$100K | 0.04% | 242 |
|