Mercer Global Advisors’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 | $84.1K | Sell |
20,314
-24,756
| -55% | -$102K | ﹤0.01% | 2139 |
|
|
2025
Q1 | $246K | Buy |
45,070
+15,056
| +50% | +$82.2K | ﹤0.01% | 1857 |
|
|
2024
Q4 | $176K | Buy |
30,014
+6,181
| +26% | +$36.3K | ﹤0.01% | 1987 |
|
|
2024
Q3 | $199K | Sell |
23,833
-924
| -4% | -$7.7K | ﹤0.01% | 1815 |
|
|
2024
Q2 | $168K | Buy |
24,757
+1,991
| +9% | +$13.5K | ﹤0.01% | 1816 |
|
|
2024
Q1 | $165K | Sell |
22,766
-34,804
| -60% | -$252K | ﹤0.01% | 1816 |
|
|
2023
Q4 | $412K | Buy |
57,570
+4,817
| +9% | +$34.5K | ﹤0.01% | 1434 |
|
|
2023
Q3 | $256K | Buy |
52,753
+31,306
| +146% | +$152K | ﹤0.01% | 1633 |
|
|
2023
Q2 | $120K | Buy |
21,447
+747
| +4% | +$4.18K | ﹤0.01% | 1810 |
|
|
2023
Q1 | $102K | Buy |
+20,700
| New | +$102K | ﹤0.01% | 1829 |
|
|
2022
Q2 | – | Sell |
-216,480
| Closed | -$981K | – | 1929 |
|
|
2022
Q1 | $981K | Buy |
216,480
+174,945
| +421% | +$793K | 0.01% | 906 |
|
|
2021
Q4 | $246K | Buy |
+41,535
| New | +$246K | ﹤0.01% | 1556 |
|