Global Financial Private Client’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 |
-502
| Closed | -$2.74K | – | 1533 |
|
|
2025
Q1 | $2.74K | Hold |
502
| – | – | ﹤0.01% | 794 |
|
|
2024
Q4 | $2.95K | Hold |
502
| – | – | ﹤0.01% | 688 |
|
|
2024
Q3 | $4.28K | Hold |
502
| – | – | ﹤0.01% | 662 |
|
|
2024
Q2 | $3.48K | Hold |
502
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $3.29K | Buy |
+502
| New | +$3.29K | ﹤0.01% | 552 |
|