Global Retirement Partners’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 | $62.1K | Buy |
+15,000
| New | +$62.1K | ﹤0.01% | 1654 |
|
|
2024
Q4 | $89.5K | Buy |
15,244
+64
| +0.4% | +$376 | ﹤0.01% | 1335 |
|
|
2024
Q3 | $129K | Hold |
15,180
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q2 | $105K | Hold |
15,180
| – | – | ﹤0.01% | 1169 |
|
|
2024
Q1 | $110K | Buy |
15,180
+180
| +1% | +$1.31K | ﹤0.01% | 1036 |
|
|
2023
Q4 | $93.8K | Buy |
+15,000
| New | +$93.8K | ﹤0.01% | 1081 |
|
|
2023
Q2 | – | Sell |
-126
| Closed | -$736 | – | 3251 |
|
|
2023
Q1 | $736 | Buy |
+126
| New | +$736 | ﹤0.01% | 2817 |
|