Fidelity Investments’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 | $67.3M | Buy |
16,260,385
+1,150,955
| +8% | +$4.76M | ﹤0.01% | 1281 |
|
|
2025
Q1 | $82.5M | Buy |
15,109,430
+3,917,711
| +35% | +$21.4M | 0.01% | 1170 |
|
|
2024
Q4 | $65.7M | Buy |
11,191,719
+972,991
| +10% | +$5.71M | ﹤0.01% | 1285 |
|
|
2024
Q3 | $87.1M | Buy |
10,218,728
+2,010,985
| +25% | +$17.1M | 0.01% | 1159 |
|
|
2024
Q2 | $56.9M | Sell |
8,207,743
-18,140
| -0.2% | -$126K | ﹤0.01% | 1265 |
|
|
2024
Q1 | $59.7M | Buy |
8,225,883
+476,574
| +6% | +$3.46M | ﹤0.01% | 1259 |
|
|
2023
Q4 | $55.4M | Buy |
7,749,309
+1,672,225
| +28% | +$12M | ﹤0.01% | 1249 |
|
|
2023
Q3 | $29.5M | Buy |
6,077,084
+1,424,451
| +31% | +$6.91M | ﹤0.01% | 1450 |
|
|
2023
Q2 | $26.1M | Buy |
4,652,633
+202,552
| +5% | +$1.13M | ﹤0.01% | 1536 |
|
|
2023
Q1 | $21.8M | Sell |
4,450,081
-217,632
| -5% | -$1.07M | ﹤0.01% | 1580 |
|
|
2022
Q4 | $15.5M | Buy |
4,667,713
+1,359,687
| +41% | +$4.5M | ﹤0.01% | 1718 |
|
|
2022
Q3 | $9.69M | Buy |
3,308,026
+3,299,529
| +38,832% | +$9.67M | ﹤0.01% | 1912 |
|
|
2022
Q2 | $30K | Sell |
8,497
-4,941
| -37% | -$17.4K | ﹤0.01% | 3754 |
|
|
2022
Q1 | $61K | Buy |
13,438
+12,936
| +2,577% | +$58.7K | ﹤0.01% | 3608 |
|
|
2021
Q4 | $3K | Buy |
+502
| New | +$3K | ﹤0.01% | 3955 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | – | – | 5076 |
|
|
2021
Q2 | $0 | Sell |
10
-290
| -97% | – | ﹤0.01% | 4917 |
|
|
2021
Q1 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 3755 |
|