NewEdge 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 | $1.16K | Hold |
280
| – | – | ﹤0.01% | 3701 |
|
|
2025
Q1 | $1.53K | Hold |
280
| – | – | ﹤0.01% | 3559 |
|
|
2024
Q4 | $1.64K | Sell |
280
-1,061
| -79% | -$6.23K | ﹤0.01% | 3483 |
|
|
2024
Q3 | $11.4K | Buy |
1,341
+1
| +0.1% | +$9 | ﹤0.01% | 2896 |
|
|
2024
Q2 | $9.29K | Hold |
1,340
| – | – | ﹤0.01% | 2879 |
|
|
2024
Q1 | $9.73K | Hold |
1,340
| – | – | ﹤0.01% | 2894 |
|
|
2023
Q4 | $9.58K | Buy |
1,340
+280
| +26% | +$2K | ﹤0.01% | 2865 |
|
|
2023
Q3 | $5.14K | Hold |
1,060
| – | – | ﹤0.01% | 2801 |
|
|
2023
Q2 | $5.94K | Hold |
1,060
| – | – | ﹤0.01% | 2756 |
|
|
2023
Q1 | $5.21K | Hold |
1,060
| – | – | ﹤0.01% | 2759 |
|
|
2022
Q4 | $4 | Buy |
+1,060
| New | +$4 | ﹤0.01% | 3862 |
|