Lindbrook Capital’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.77K | Buy |
1,423
+199
| +16% | +$1.09K | ﹤0.01% | 1764 |
|
|
2024
Q4 | $7.19K | Sell |
1,224
-1,005
| -45% | -$5.9K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $19K | Sell |
2,229
-103
| -4% | -$878 | ﹤0.01% | 1330 |
|
|
2024
Q2 | $16.2K | Buy |
2,332
+1,057
| +83% | +$7.33K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $9.26K | Buy |
1,275
+49
| +4% | +$356 | ﹤0.01% | 1616 |
|
|
2023
Q4 | $8.77K | Buy |
1,226
+495
| +68% | +$3.54K | ﹤0.01% | 1614 |
|
|
2023
Q3 | $3.55K | Buy |
731
+113
| +18% | +$548 | ﹤0.01% | 1921 |
|
|
2023
Q2 | $3.46K | Hold |
618
| – | – | ﹤0.01% | 1958 |
|
|
2023
Q1 | $3.03K | Sell |
618
-257
| -29% | -$1.26K | ﹤0.01% | 2069 |
|
|
2022
Q4 | $2.9K | Buy |
+875
| New | +$2.9K | ﹤0.01% | 2066 |
|
|
2022
Q1 | – | Sell |
-687
| Closed | -$4K | – | 2627 |
|
|
2021
Q4 | $4K | Buy |
+687
| New | +$4K | ﹤0.01% | 1614 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$8K | – | 2011 |
|
|
2021
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q1 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 1112 |
|