Patriot Financial Group Insurance Agency’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Sell |
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|
2025
Q2 | $124K | Sell |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q4 | $177K | Buy |
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|
2024
Q3 | $196K | Buy |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $163K | Buy |
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|
2023
Q4 | $160K | Buy |
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|
2023
Q3 | $98.4K | Sell |
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|
2023
Q2 | $118K | Sell |
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|
2023
Q1 | $114K | Buy |
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|
2022
Q4 | $67.1K | Sell |
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|
2022
Q3 | $90K | Sell |
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|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $178K | Buy |
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|
2021
Q3 | $107K | Buy |
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|
2021
Q2 | $93K | Buy |
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