Integrated Investment Consultants’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 |
-115,655
| Closed | -$631K | – | 361 |
|
|
2025
Q1 | $631K | Buy |
115,655
+19,741
| +21% | +$108K | 0.13% | 123 |
|
|
2024
Q4 | $563K | Sell |
95,914
-4,774
| -5% | -$28K | 0.12% | 139 |
|
|
2024
Q3 | $858K | Buy |
100,688
+7,334
| +8% | +$62.5K | 0.19% | 83 |
|
|
2024
Q2 | $678K | Hold |
93,354
| – | – | 0.19% | 93 |
|
|
2024
Q1 | $678K | Sell |
93,354
-72,635
| -44% | -$527K | 0.19% | 93 |
|
|
2023
Q4 | $1.19M | Sell |
165,989
-2,662
| -2% | -$19K | 0.38% | 40 |
|
|
2023
Q3 | $818K | Buy |
168,651
+5,884
| +4% | +$28.5K | 0.3% | 54 |
|
|
2023
Q2 | $911K | Sell |
162,767
-27,977
| -15% | -$157K | 0.29% | 49 |
|
|
2023
Q1 | $937K | Sell |
190,744
-282,031
| -60% | -$1.38M | 0.29% | 46 |
|
|
2022
Q4 | $1.56M | Buy |
472,775
+115,198
| +32% | +$381K | 0.53% | 32 |
|
|
2022
Q3 | $1.05M | Sell |
357,577
-3,166
| -0.9% | -$9.28K | 0.42% | 35 |
|
|
2022
Q2 | $1.28M | Buy |
360,743
+294,158
| +442% | +$1.04M | 0.46% | 34 |
|
|
2022
Q1 | $302K | Sell |
66,585
-977,649
| -94% | -$4.43M | 0.08% | 218 |
|
|
2021
Q4 | $6.18M | Buy |
1,044,234
+1,031,610
| +8,172% | +$6.11M | 1.65% | 11 |
|
|
2021
Q3 | $88K | Buy |
12,624
+37
| +0.3% | +$258 | 0.03% | 279 |
|
|
2021
Q2 | $106K | Buy |
+12,587
| New | +$106K | 0.03% | 278 |
|