LWM
LJI Wealth Management’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.3K | Hold |
11,900
| – | – | 0.01% | 181 |
|
|
2025
Q1 | $65K | Sell |
11,900
-100
| -0.8% | -$546 | 0.01% | 179 |
|
|
2024
Q4 | $70.4K | Sell |
12,000
-3,160
| -21% | -$18.5K | 0.01% | 178 |
|
|
2024
Q3 | $129K | Hold |
15,160
| – | – | 0.03% | 187 |
|
|
2024
Q2 | $105K | Buy |
+15,160
| New | +$105K | 0.02% | 179 |
|
|
2024
Q1 | – | Sell |
-23,160
| Closed | -$166K | – | 173 |
|
|
2023
Q4 | $166K | Sell |
23,160
-2,400
| -9% | -$17.2K | 0.04% | 162 |
|
|
2023
Q3 | $124K | Sell |
25,560
-1,200
| -4% | -$5.82K | 0.04% | 156 |
|
|
2023
Q2 | $150K | Sell |
26,760
-4,400
| -14% | -$24.6K | 0.04% | 154 |
|
|
2023
Q1 | $153K | Sell |
31,160
-300
| -1% | -$1.47K | 0.05% | 151 |
|
|
2022
Q4 | $104K | Buy |
+31,460
| New | +$104K | 0.04% | 145 |
|