IFP Advisors’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 | – | Sell |
-128
| Closed | -$699 | – | 3641 |
|
|
2025
Q1 | $699 | Sell |
128
-3,788
| -97% | -$20.7K | ﹤0.01% | 3398 |
|
|
2024
Q4 | $23K | Buy |
3,916
+128
| +3% | +$751 | ﹤0.01% | 2185 |
|
|
2024
Q3 | $32.3K | Hold |
3,788
| – | – | ﹤0.01% | 1928 |
|
|
2024
Q2 | $26.3K | Hold |
3,788
| – | – | ﹤0.01% | 1957 |
|
|
2024
Q1 | $27.5K | Hold |
3,788
| – | – | ﹤0.01% | 1836 |
|
|
2023
Q4 | $27.1K | Sell |
3,788
-1,100
| -23% | -$7.87K | ﹤0.01% | 1798 |
|
|
2023
Q3 | $23.7K | Buy |
+4,888
| New | +$23.7K | ﹤0.01% | 1851 |
|
|
2023
Q1 | – | Sell |
-12,936
| Closed | -$146K | – | 4401 |
|
|
2022
Q4 | $146K | Buy |
12,936
+769
| +6% | +$8.68K | ﹤0.01% | 1527 |
|
|
2022
Q3 | $138K | Hold |
12,167
| – | – | ﹤0.01% | 1641 |
|
|
2022
Q2 | $138K | Hold |
12,167
| – | – | ﹤0.01% | 1492 |
|
|
2022
Q1 | $138K | Buy |
+12,167
| New | +$138K | ﹤0.01% | 1492 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4581 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4374 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4247 |
|