Plante Moran Financial Advisors’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 | $2.48K | Hold |
|
|||||
|
2025
Q2 | $1.69K | Hold |
|
|||||
|
2025
Q1 | $2.23K | Hold |
|
|||||
|
2024
Q4 | $2.4K | Sell |
|
|||||
|
2024
Q3 | $88.7K | Hold |
|
|||||
|
2024
Q2 | $72.1K | Buy |
|
|||||
|
2024
Q1 | $2.96K | Hold |
|
|||||
|
2023
Q4 | $2.92K | Hold |
|
|||||
|
2023
Q3 | $1.98K | Hold |
|
|||||
|
2023
Q2 | $2.29K | Hold |
|
|||||
|
2023
Q1 | $2K | Hold |
|
|||||
|
2022
Q4 | $1.35K | Sell |
|
|||||
|
2022
Q3 | $30K | Hold |
|
|||||
|
2022
Q2 | $37K | Hold |
|
|||||
|
2022
Q1 | $47K | Hold |
|
|||||
|
2021
Q4 | $62K | Hold |
|
|||||
|
2021
Q3 | $72K | Hold |
|
|||||
|
2021
Q2 | $88K | Buy |
|
|||||
|
2021
Q1 | $3K | Buy |
|