Patriot Financial Group Insurance Agency’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 | $124K | Sell |
29,835
-1,768
| -6% | -$7.32K | 0.01% | 513 |
|
|
2025
Q1 | $173K | Buy |
31,603
+1,455
| +5% | +$7.94K | 0.02% | 463 |
|
|
2024
Q4 | $177K | Buy |
30,148
+7,164
| +31% | +$42.1K | 0.02% | 450 |
|
|
2024
Q3 | $196K | Buy |
22,984
+487
| +2% | +$4.15K | 0.03% | 471 |
|
|
2024
Q2 | $156K | Sell |
22,497
-13
| -0.1% | -$90 | 0.02% | 454 |
|
|
2024
Q1 | $163K | Buy |
22,510
+72
| +0.3% | +$523 | 0.03% | 455 |
|
|
2023
Q4 | $160K | Buy |
22,438
+2,140
| +11% | +$15.3K | 0.03% | 435 |
|
|
2023
Q3 | $98.4K | Sell |
20,298
-767
| -4% | -$3.72K | 0.02% | 439 |
|
|
2023
Q2 | $118K | Sell |
21,065
-2,093
| -9% | -$11.7K | 0.02% | 449 |
|
|
2023
Q1 | $114K | Buy |
23,158
+2,873
| +14% | +$14.1K | 0.02% | 434 |
|
|
2022
Q4 | $67.1K | Sell |
20,285
-10,309
| -34% | -$34.1K | 0.01% | 412 |
|
|
2022
Q3 | $90K | Sell |
30,594
-7,732
| -20% | -$22.7K | 0.02% | 383 |
|
|
2022
Q2 | $136K | Sell |
38,326
-143
| -0.4% | -$507 | 0.03% | 468 |
|
|
2022
Q1 | $174K | Buy |
38,469
+8,476
| +28% | +$38.3K | 0.03% | 438 |
|
|
2021
Q4 | $178K | Buy |
29,993
+14,597
| +95% | +$86.6K | 0.03% | 480 |
|
|
2021
Q3 | $107K | Buy |
15,396
+4,371
| +40% | +$30.4K | 0.02% | 631 |
|
|
2021
Q2 | $93K | Buy |
+11,025
| New | +$93K | 0.02% | 656 |
|