HWM
Hohimer Wealth Management’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32,725
| Closed | -$194K | – | 226 |
|
|
2021
Q4 | $194K | Sell |
32,725
-615,213
| -95% | -$3.65M | 0.04% | 185 |
|
|
2021
Q3 | $4.5M | Buy |
647,938
+1,116
| +0.2% | +$7.76K | 0.94% | 28 |
|
|
2021
Q2 | $5.47M | Buy |
646,822
+324,377
| +101% | +$2.74M | 1.12% | 21 |
|
|
2021
Q1 | $2.56M | Buy |
+322,445
| New | +$2.56M | 0.62% | 62 |
|