Osaic Holdings’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $279K | Buy |
77,125
+34,120
| +79% | +$157K | ﹤0.01% | 3872 |
|
|
2025
Q4 | $188K | Sell |
43,005
-1,069
| -2% | -$5.75K | ﹤0.01% | 4202 |
|
|
2025
Q3 | $257K | Buy |
44,074
+281
| +0.6% | +$1.47K | ﹤0.01% | 4007 |
|
|
2025
Q2 | $181K | Buy |
43,793
+8,473
| +24% | +$37.2K | ﹤0.01% | 4026 |
|
|
2025
Q1 | $193K | Sell |
35,320
-1,634
| -4% | -$9.93K | ﹤0.01% | 3662 |
|
|
2024
Q4 | $217K | Buy |
36,954
+7,592
| +26% | +$49.4K | ﹤0.01% | 3522 |
|
|
2024
Q3 | $250K | Sell |
29,362
-570
| -2% | -$4.8K | ﹤0.01% | 3476 |
|
|
2024
Q2 | $207K | Sell |
29,932
-931
| -3% | -$6.4K | ﹤0.01% | 3524 |
|
|
2024
Q1 | $224K | Buy |
30,863
+9,127
| +42% | +$61.6K | ﹤0.01% | 3584 |
|
|
2023
Q4 | $155K | Buy |
21,736
+6,618
| +44% | +$37.4K | ﹤0.01% | 4128 |
|
|
2023
Q3 | $73.3K | Buy |
15,118
+341
| +2% | +$1.96K | ﹤0.01% | 4735 |
|
|
2023
Q2 | $82.8K | Sell |
14,777
-762
| -5% | -$4.1K | ﹤0.01% | 4575 |
|
|
2023
Q1 | $76.5K | Buy |
15,539
+3,039
| +24% | +$13.3K | ﹤0.01% | 4666 |
|
|
2022
Q4 | $42K | Sell |
12,500
-5,670
| -31% | -$21.2K | ﹤0.01% | 5063 |
|
|
2022
Q3 | $53K | Buy |
18,170
+1,707
| +10% | +$6.29K | ﹤0.01% | 4866 |
|
|
2022
Q2 | $60K | Sell |
16,463
-3,846
| -19% | -$14.7K | ﹤0.01% | 4819 |
|
|
2022
Q1 | $93K | Buy |
20,309
+3,695
| +22% | +$17.8K | ﹤0.01% | 4647 |
|
|
2021
Q4 | $98K | Sell |
16,614
-31,920
| -66% | -$215K | ﹤0.01% | 4617 |
|
|
2021
Q3 | $337K | Sell |
48,534
-7,670
| -14% | -$57.1K | ﹤0.01% | 3422 |
|
|
2021
Q2 | $475K | Buy |
56,204
+7,135
| +15% | +$59.7K | ﹤0.01% | 3081 |
|
|
2021
Q1 | $389K | Buy |
49,069
+44,502
| +974% | +$432K | ﹤0.01% | 3139 |
|
|
2020
Q4 | $60K | Buy |
+4,567
| New | +$47.8K | ﹤0.01% | 4434 |
|
Other funds holding UWMC
VCM
FGP
VPM
KSCM
