Lebenthal Global 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 | $582K | Sell |
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|
2025
Q2 | $615K | Buy |
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|
2025
Q1 | $576K | Buy |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $433K | Buy |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $361K | Sell |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $634K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $407K | Buy |
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