HB 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 | $47.5K | Sell |
11,473
-2,286
| -17% | -$9.46K | ﹤0.01% | 1129 |
|
|
2025
Q1 | $75.1K | Sell |
13,759
-294
| -2% | -$1.61K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $82.5K | Buy |
14,053
+2,631
| +23% | +$15.4K | ﹤0.01% | 1016 |
|
|
2024
Q3 | $97.3K | Sell |
11,422
-102
| -0.9% | -$869 | ﹤0.01% | 916 |
|
|
2024
Q2 | $79.9K | Buy |
11,524
+1,082
| +10% | +$7.5K | ﹤0.01% | 869 |
|
|
2024
Q1 | $75.8K | Buy |
10,442
+4
| +0% | +$29 | ﹤0.01% | 821 |
|
|
2023
Q4 | $74.6K | Buy |
+10,438
| New | +$74.6K | ﹤0.01% | 768 |
|
|
2023
Q3 | – | Sell |
-10,183
| Closed | -$57K | – | 778 |
|
|
2023
Q2 | $57K | Buy |
+10,183
| New | +$57K | ﹤0.01% | 714 |
|