Fortem Financial Group’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 | – | Sell |
-14,225
| Closed | -$77.7K | – | 195 |
|
|
2025
Q1 | $77.7K | Sell |
14,225
-3,650
| -20% | -$19.9K | 0.03% | 183 |
|
|
2024
Q4 | $105K | Sell |
17,875
-3,900
| -18% | -$22.9K | 0.04% | 172 |
|
|
2024
Q3 | $186K | Sell |
21,775
-2,850
| -12% | -$24.3K | 0.08% | 169 |
|
|
2024
Q2 | $171K | Sell |
24,625
-1,000
| -4% | -$6.93K | 0.07% | 163 |
|
|
2024
Q1 | $186K | Buy |
25,625
+825
| +3% | +$5.99K | 0.08% | 160 |
|
|
2023
Q4 | $177K | Sell |
24,800
-1,200
| -5% | -$8.58K | 0.09% | 158 |
|
|
2023
Q3 | $126K | Buy |
+26,000
| New | +$126K | 0.07% | 157 |
|