LPL Financial’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 | $801K | Sell |
193,442
-27,539
| -12% | -$114K | ﹤0.01% | 3909 |
|
|
2025
Q1 | $1.21M | Sell |
220,981
-34,190
| -13% | -$187K | ﹤0.01% | 3367 |
|
|
2024
Q4 | $1.5M | Buy |
255,171
+42,042
| +20% | +$247K | ﹤0.01% | 3127 |
|
|
2024
Q3 | $1.82M | Buy |
213,129
+103,714
| +95% | +$884K | ﹤0.01% | 2795 |
|
|
2024
Q2 | $758K | Sell |
109,415
-6,305
| -5% | -$43.7K | ﹤0.01% | 3460 |
|
|
2024
Q1 | $840K | Sell |
115,720
-4,512
| -4% | -$32.8K | ﹤0.01% | 3297 |
|
|
2023
Q4 | $860K | Sell |
120,232
-18,482
| -13% | -$132K | ﹤0.01% | 3144 |
|
|
2023
Q3 | $673K | Buy |
138,714
+82,858
| +148% | +$402K | ﹤0.01% | 3218 |
|
|
2023
Q2 | $313K | Sell |
55,856
-18,855
| -25% | -$106K | ﹤0.01% | 3770 |
|
|
2023
Q1 | $367K | Sell |
74,711
-3,019
| -4% | -$14.8K | ﹤0.01% | 3567 |
|
|
2022
Q4 | $257K | Buy |
77,730
+3,167
| +4% | +$10.5K | ﹤0.01% | 3761 |
|
|
2022
Q3 | $218K | Buy |
74,563
+3,631
| +5% | +$10.6K | ﹤0.01% | 3829 |
|
|
2022
Q2 | $251K | Buy |
70,932
+5,829
| +9% | +$20.6K | ﹤0.01% | 3746 |
|
|
2022
Q1 | $295K | Sell |
65,103
-4,522
| -6% | -$20.5K | ﹤0.01% | 3563 |
|
|
2021
Q4 | $412K | Sell |
69,625
-19,579
| -22% | -$116K | ﹤0.01% | 3432 |
|
|
2021
Q3 | $620K | Buy |
89,204
+697
| +0.8% | +$4.84K | ﹤0.01% | 3013 |
|
|
2021
Q2 | $748K | Buy |
88,507
+41,847
| +90% | +$354K | ﹤0.01% | 2804 |
|
|
2021
Q1 | $370K | Buy |
+46,660
| New | +$370K | ﹤0.01% | 3290 |
|