Mather Group’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 | – | Sell |
-86
| Closed | -$470 | – | 1663 |
|
|
2025
Q1 | $470 | Sell |
86
-3
| -3% | -$16 | ﹤0.01% | 1689 |
|
|
2024
Q4 | $522 | Sell |
89
-7
| -7% | -$41 | ﹤0.01% | 1655 |
|
|
2024
Q3 | $818 | Buy |
96
+10
| +12% | +$85 | ﹤0.01% | 1575 |
|
|
2024
Q2 | $624 | Hold |
86
| – | – | ﹤0.01% | 2041 |
|
|
2024
Q1 | $615 | Buy |
+86
| New | +$615 | ﹤0.01% | 1667 |
|