Global Retirement Partners’s UWM Holdings UWMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$91.3K Hold
2025
Q2
$62.1K Buy
2024
Q4
$89.5K Buy
2024
Q3
$129K Hold
2024
Q2
$105K Hold
2024
Q1
$110K Buy
2023
Q4
$93.8K Buy
2023
Q2
Sell
2023
Q1
$736 Buy