Osaic Holdings’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 | $215K | Buy |
36,950
+1,630
| +5% | +$9.49K | ﹤0.01% | 3543 |
|
|
2025
Q1 | $193K | Sell |
35,320
-1,634
| -4% | -$8.92K | ﹤0.01% | 3659 |
|
|
2024
Q4 | $217K | Buy |
36,954
+7,592
| +26% | +$44.6K | ﹤0.01% | 3519 |
|
|
2024
Q3 | $250K | Sell |
29,362
-570
| -2% | -$4.86K | ﹤0.01% | 3475 |
|
|
2024
Q2 | $207K | Sell |
29,932
-931
| -3% | -$6.45K | ﹤0.01% | 3520 |
|
|
2024
Q1 | $224K | Buy |
30,863
+9,127
| +42% | +$66.3K | ﹤0.01% | 3584 |
|
|
2023
Q4 | $155K | Buy |
21,736
+6,618
| +44% | +$47.3K | ﹤0.01% | 4128 |
|
|
2023
Q3 | $73.3K | Buy |
15,118
+341
| +2% | +$1.65K | ﹤0.01% | 4731 |
|
|
2023
Q2 | $82.8K | Sell |
14,777
-762
| -5% | -$4.27K | ﹤0.01% | 4572 |
|
|
2023
Q1 | $76.5K | Buy |
15,539
+3,039
| +24% | +$15K | ﹤0.01% | 4665 |
|
|
2022
Q4 | $42K | Sell |
12,500
-5,670
| -31% | -$19.1K | ﹤0.01% | 5057 |
|
|
2022
Q3 | $53K | Buy |
18,170
+1,707
| +10% | +$4.98K | ﹤0.01% | 4858 |
|
|
2022
Q2 | $60K | Sell |
16,463
-3,846
| -19% | -$14K | ﹤0.01% | 4814 |
|
|
2022
Q1 | $93K | Buy |
20,309
+3,695
| +22% | +$16.9K | ﹤0.01% | 4644 |
|
|
2021
Q4 | $98K | Sell |
16,614
-31,920
| -66% | -$188K | ﹤0.01% | 4615 |
|
|
2021
Q3 | $337K | Sell |
48,534
-7,670
| -14% | -$53.3K | ﹤0.01% | 3422 |
|
|
2021
Q2 | $475K | Buy |
56,204
+7,135
| +15% | +$60.3K | ﹤0.01% | 3081 |
|
|
2021
Q1 | $389K | Buy |
49,069
+44,502
| +974% | +$353K | ﹤0.01% | 3138 |
|
|
2020
Q4 | $60K | Buy |
+4,567
| New | +$60K | ﹤0.01% | 4421 |
|