LPL Financial’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 | $1.3M | Buy |
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|
2025
Q2 | $801K | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.82M | Buy |
|
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|
2024
Q2 | $758K | Sell |
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|
2024
Q1 | $840K | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $673K | Buy |
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|
2023
Q2 | $313K | Sell |
|
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $620K | Buy |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $370K | Buy |
|