Orion Portfolio Solutions’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $91.3K | Sell |
16,718
-12,993
| -44% | -$70.9K | ﹤0.01% | 1848 |
|
|
2024
Q4 | $174K | Buy |
29,711
+19,686
| +196% | +$116K | ﹤0.01% | 1766 |
|
|
2024
Q3 | $85.4K | Buy |
+10,025
| New | +$85.4K | ﹤0.01% | 1754 |
|
|
2022
Q4 | – | Sell |
-13,840
| Closed | -$41K | – | 835 |
|
|
2022
Q3 | $41K | Buy |
+13,840
| New | +$41K | ﹤0.01% | 711 |
|