Invesco’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 | $1.48M | Buy |
356,427
+226,027
| +173% | +$936K | ﹤0.01% | 2700 |
|
|
2025
Q1 | $712K | Buy |
130,400
+20,816
| +19% | +$114K | ﹤0.01% | 2987 |
|
|
2024
Q4 | $643K | Sell |
109,584
-499,240
| -82% | -$2.93M | ﹤0.01% | 3112 |
|
|
2024
Q3 | $5.19M | Buy |
608,824
+163,749
| +37% | +$1.4M | ﹤0.01% | 2197 |
|
|
2024
Q2 | $3.08M | Buy |
445,075
+71,710
| +19% | +$497K | ﹤0.01% | 2404 |
|
|
2024
Q1 | $2.71M | Sell |
373,365
-407,704
| -52% | -$2.96M | ﹤0.01% | 2527 |
|
|
2023
Q4 | $5.58M | Buy |
781,069
+419,361
| +116% | +$3M | ﹤0.01% | 2178 |
|
|
2023
Q3 | $1.75M | Buy |
361,708
+201,676
| +126% | +$978K | ﹤0.01% | 2640 |
|
|
2023
Q2 | $896K | Buy |
160,032
+14,424
| +10% | +$80.8K | ﹤0.01% | 2939 |
|
|
2023
Q1 | $715K | Buy |
145,608
+19,271
| +15% | +$94.6K | ﹤0.01% | 3061 |
|
|
2022
Q4 | $418K | Sell |
126,337
-27,390
| -18% | -$90.7K | ﹤0.01% | 3342 |
|
|
2022
Q3 | $450K | Sell |
153,727
-11,231
| -7% | -$32.9K | ﹤0.01% | 3280 |
|
|
2022
Q2 | $584K | Buy |
164,958
+6,816
| +4% | +$24.1K | ﹤0.01% | 3231 |
|
|
2022
Q1 | $716K | Buy |
158,142
+45,223
| +40% | +$205K | ﹤0.01% | 3199 |
|
|
2021
Q4 | $669K | Buy |
112,919
+7,774
| +7% | +$46.1K | ﹤0.01% | 3229 |
|
|
2021
Q3 | $731K | Buy |
105,145
+41,972
| +66% | +$292K | ﹤0.01% | 3223 |
|
|
2021
Q2 | $534K | Buy |
+63,173
| New | +$534K | ﹤0.01% | 3358 |
|