Newbridge Financial Services 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 | $68.7K | Hold |
16,600
| – | – | 0.01% | 446 |
|
|
2025
Q1 | $90.6K | Buy |
16,600
+14,000
| +538% | +$76.4K | 0.02% | 277 |
|
|
2024
Q4 | $15.3K | Buy |
2,600
+2,500
| +2,500% | +$14.7K | ﹤0.01% | 660 |
|
|
2024
Q3 | $852 | Sell |
100
-100
| -50% | -$852 | ﹤0.01% | 603 |
|
|
2024
Q2 | $1.39K | Hold |
200
| – | – | ﹤0.01% | 979 |
|
|
2024
Q1 | $1.45K | Sell |
200
-7,000
| -97% | -$50.8K | ﹤0.01% | 1025 |
|
|
2023
Q4 | $51.5K | Sell |
7,200
-4,900
| -40% | -$35K | 0.03% | 385 |
|
|
2023
Q3 | $58.7K | Buy |
12,100
+12,000
| +12,000% | +$58.2K | 0.03% | 378 |
|
|
2023
Q2 | $560 | Sell |
100
-7,000
| -99% | -$39.2K | ﹤0.01% | 1253 |
|
|
2023
Q1 | $34.9K | Sell |
7,100
-1,000
| -12% | -$4.91K | 0.02% | 555 |
|
|
2022
Q4 | $26.8K | Hold |
8,100
| – | – | 0.02% | 634 |
|
|
2022
Q3 | $24K | Buy |
8,100
+2,000
| +33% | +$5.93K | 0.01% | 651 |
|
|
2022
Q2 | $22K | Buy |
+6,100
| New | +$22K | 0.01% | 637 |
|