Geneos Wealth Management’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 | $1.78K | Sell |
430
-1,092
| -72% | -$4.52K | ﹤0.01% | 2842 |
|
|
2025
Q1 | $8.31K | Buy |
1,522
+763
| +101% | +$4.17K | ﹤0.01% | 2626 |
|
|
2024
Q4 | $4.46K | Buy |
+759
| New | +$4.46K | ﹤0.01% | 2378 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$3K | – | 2583 |
|
|
2022
Q2 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 2336 |
|
|
2021
Q4 | – | Sell |
-1,800
| Closed | -$12K | – | 2883 |
|
|
2021
Q3 | $12K | Buy |
1,800
+1,500
| +500% | +$10K | ﹤0.01% | 2161 |
|
|
2021
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 2692 |
|
|
2021
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 2941 |
|
|
2020
Q4 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 2731 |
|