IEQ Capital’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.21M | Sell |
333,368
-224,792
| -40% | -$1.03M | 0.01% | 956 |
|
|
2025
Q4 | $2.44M | Buy |
558,160
+410,343
| +278% | +$2.21M | 0.01% | 725 |
|
|
2025
Q3 | $900K | Buy |
147,817
+110,966
| +301% | +$582K | ﹤0.01% | 1043 |
|
|
2025
Q2 | $153K | Sell |
36,851
-170,395
| -82% | -$749K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $1.13M | Buy |
207,246
+168,567
| +436% | +$1.02M | 0.01% | 721 |
|
|
2024
Q4 | $227K | Buy |
38,679
+28,319
| +273% | +$184K | ﹤0.01% | 1155 |
|
|
2024
Q3 | $88.3K | Hold |
10,360
| – | – | ﹤0.01% | 1113 |
|
|
2024
Q2 | $71.8K | Hold |
10,360
| – | – | ﹤0.01% | 964 |
|
|
2024
Q1 | $75.2K | Hold |
10,360
| – | – | ﹤0.01% | 935 |
|
|
2023
Q4 | $74.1K | Hold |
10,360
| – | – | ﹤0.01% | 892 |
|
|
2023
Q3 | $50.2K | Sell |
10,360
-80
| -0.8% | -$461 | ﹤0.01% | 913 |
|
|
2023
Q2 | $58.5K | Buy |
10,440
+2
| +0% | +$11 | ﹤0.01% | 876 |
|
|
2023
Q1 | $51.3K | Buy |
+10,438
| New | +$45.8K | ﹤0.01% | 874 |
|
|
2022
Q4 | – | Sell |
-11,421
| Closed | -$33K | – | 894 |
|
|
2022
Q3 | $33K | Sell |
11,421
-115
| -1% | -$423 | ﹤0.01% | 832 |
|
|
2022
Q2 | $41K | Buy |
11,536
+141
| +1% | +$540 | ﹤0.01% | 787 |
|
|
2022
Q1 | $52K | Sell |
11,395
-125
| -1% | -$603 | ﹤0.01% | 802 |
|
|
2021
Q4 | $68K | Sell |
11,520
-3,676
| -24% | -$24.8K | ﹤0.01% | 715 |
|
|
2021
Q3 | $106K | Buy |
15,196
+3,882
| +34% | +$28.9K | ﹤0.01% | 676 |
|
|
2021
Q2 | $96K | Buy |
11,314
+3
| +0% | +$25 | ﹤0.01% | 601 |
|
|
2021
Q1 | $90K | Buy |
+11,311
| New | +$110K | ﹤0.01% | 475 |
|
|
2020
Q4 | – | Sell |
-100,000
| Closed | -$1.03M | – | 385 |
|
|
2020
Q3 | $1.03M | Hold |
100,000
| – | – | 0.06% | 170 |
|
|
2020
Q2 | $1.01M | Sell |
100,000
-25,000
| -20% | -$250K | 0.07% | 152 |
|
|
2020
Q1 | $984K | Buy |
+125,000
| New | +$1.16M | 0.08% | 144 |
|
Other funds holding UWMC
VCM
FGP
VPM
KSCM
