Occudo Quantitative Strategies’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,837
| Closed | -$288K | – | 973 |
|
|
2024
Q3 | $288K | Buy |
+33,837
| New | +$288K | 0.05% | 469 |
|
|
2024
Q1 | – | Sell |
-119,067
| Closed | -$851K | – | 1045 |
|
|
2023
Q4 | $851K | Buy |
119,067
+46,669
| +64% | +$334K | 0.12% | 250 |
|
|
2023
Q3 | $351K | Sell |
72,398
-1,431
| -2% | -$6.94K | 0.05% | 610 |
|
|
2023
Q2 | $413K | Sell |
73,829
-2,762
| -4% | -$15.5K | 0.04% | 617 |
|
|
2023
Q1 | $376K | Sell |
76,591
-187,869
| -71% | -$922K | 0.03% | 594 |
|
|
2022
Q4 | $875K | Buy |
+264,460
| New | +$875K | 0.1% | 323 |
|