Geode Capital 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 | $10M | Buy |
2,414,282
+777,264
| +47% | +$3.22M | ﹤0.01% | 2361 |
|
2025
Q1 | $8.94M | Buy |
1,637,018
+94,769
| +6% | +$518K | ﹤0.01% | 2359 |
|
2024
Q4 | $9.06M | Sell |
1,542,249
-4,569
| -0.3% | -$26.8K | ﹤0.01% | 2441 |
|
2024
Q3 | $13.2M | Buy |
1,546,818
+41,206
| +3% | +$351K | ﹤0.01% | 2211 |
|
2024
Q2 | $10.4M | Buy |
1,505,612
+50,966
| +4% | +$353K | ﹤0.01% | 2297 |
|
2024
Q1 | $10.6M | Buy |
1,454,646
+62,479
| +4% | +$454K | ﹤0.01% | 2294 |
|
2023
Q4 | $9.96M | Buy |
1,392,167
+60,201
| +5% | +$431K | ﹤0.01% | 2349 |
|
2023
Q3 | $6.46M | Buy |
1,331,966
+9,700
| +0.7% | +$47.1K | ﹤0.01% | 2507 |
|
2023
Q2 | $7.4M | Buy |
1,322,266
+45,215
| +4% | +$253K | ﹤0.01% | 2481 |
|
2023
Q1 | $6.27M | Buy |
1,277,051
+29,401
| +2% | +$144K | ﹤0.01% | 2533 |
|
2022
Q4 | $4.13M | Buy |
1,247,650
+67,250
| +6% | +$223K | ﹤0.01% | 2758 |
|
2022
Q3 | $3.46M | Buy |
1,180,400
+80,490
| +7% | +$236K | ﹤0.01% | 2873 |
|
2022
Q2 | $3.89M | Buy |
1,099,910
+14,074
| +1% | +$49.8K | ﹤0.01% | 2832 |
|
2022
Q1 | $4.92M | Buy |
1,085,836
+73,129
| +7% | +$331K | ﹤0.01% | 2808 |
|
2021
Q4 | $6M | Buy |
1,012,707
+47,967
| +5% | +$284K | ﹤0.01% | 2793 |
|
2021
Q3 | $6.7M | Buy |
964,740
+350,645
| +57% | +$2.44M | ﹤0.01% | 2736 |
|
2021
Q2 | $5.19M | Buy |
614,095
+123,578
| +25% | +$1.04M | ﹤0.01% | 2876 |
|
2021
Q1 | $3.89M | Buy |
+490,517
| New | +$3.89M | ﹤0.01% | 2907 |
|