IFP Advisors’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 | – | Hold |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $699 | Sell |
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|
2024
Q4 | $23K | Buy |
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|
2024
Q3 | $32.3K | Hold |
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|
2024
Q2 | $26.3K | Hold |
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|
2024
Q1 | $27.5K | Hold |
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|
2023
Q4 | $27.1K | Sell |
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|
2023
Q3 | $23.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $138K | Hold |
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|
2022
Q1 | $138K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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