Lebenthal Global 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 | $615K | Buy |
148,435
+42,953
| +41% | +$178K | 0.11% | 121 |
|
|
2025
Q1 | $576K | Buy |
105,482
+7,723
| +8% | +$42.2K | 0.11% | 121 |
|
|
2024
Q4 | $574K | Buy |
97,759
+55,785
| +133% | +$327K | 0.1% | 125 |
|
|
2024
Q3 | $358K | Sell |
41,974
-20,525
| -33% | -$175K | 0.07% | 147 |
|
|
2024
Q2 | $433K | Buy |
62,499
+355
| +0.6% | +$2.46K | 0.09% | 128 |
|
|
2024
Q1 | $451K | Buy |
62,144
+11,634
| +23% | +$84.5K | 0.1% | 128 |
|
|
2023
Q4 | $361K | Sell |
50,510
-30,012
| -37% | -$215K | 0.08% | 138 |
|
|
2023
Q3 | $391K | Buy |
80,522
+24,281
| +43% | +$118K | 0.12% | 92 |
|
|
2023
Q2 | $315K | Sell |
56,241
-30,981
| -36% | -$173K | 0.09% | 95 |
|
|
2023
Q1 | $428K | Sell |
87,222
-115
| -0.1% | -$565 | 0.13% | 80 |
|
|
2022
Q4 | $289K | Sell |
87,337
-54,262
| -38% | -$180K | 0.1% | 107 |
|
|
2022
Q3 | $414K | Sell |
141,599
-37,678
| -21% | -$110K | 0.19% | 69 |
|
|
2022
Q2 | $634K | Sell |
179,277
-43,910
| -20% | -$155K | 0.31% | 42 |
|
|
2022
Q1 | $1.01M | Buy |
223,187
+127,930
| +134% | +$580K | 0.43% | 29 |
|
|
2021
Q4 | $563K | Buy |
95,257
+5,374
| +6% | +$31.8K | 0.23% | 64 |
|
|
2021
Q3 | $624K | Buy |
89,883
+41,709
| +87% | +$290K | 0.39% | 50 |
|
|
2021
Q2 | $407K | Buy |
+48,174
| New | +$407K | 0.22% | 92 |
|