Plante Moran Financial Advisors’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 | $1.69K | Hold |
408
| – | – | ﹤0.01% | 676 |
|
|
2025
Q1 | $2.23K | Hold |
408
| – | – | ﹤0.01% | 694 |
|
|
2024
Q4 | $2.4K | Sell |
408
-10,000
| -96% | -$58.7K | ﹤0.01% | 769 |
|
|
2024
Q3 | $88.7K | Hold |
10,408
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $72.1K | Buy |
10,408
+10,000
| +2,451% | +$69.3K | 0.01% | 286 |
|
|
2024
Q1 | $2.96K | Hold |
408
| – | – | ﹤0.01% | 737 |
|
|
2023
Q4 | $2.92K | Hold |
408
| – | – | ﹤0.01% | 693 |
|
|
2023
Q3 | $1.98K | Hold |
408
| – | – | ﹤0.01% | 660 |
|
|
2023
Q2 | $2.29K | Hold |
408
| – | – | ﹤0.01% | 682 |
|
|
2023
Q1 | $2K | Hold |
408
| – | – | ﹤0.01% | 710 |
|
|
2022
Q4 | $1.35K | Sell |
408
-10,000
| -96% | -$33.1K | ﹤0.01% | 756 |
|
|
2022
Q3 | $30K | Hold |
10,408
| – | – | 0.01% | 390 |
|
|
2022
Q2 | $37K | Hold |
10,408
| – | – | 0.01% | 353 |
|
|
2022
Q1 | $47K | Hold |
10,408
| – | – | 0.01% | 346 |
|
|
2021
Q4 | $62K | Hold |
10,408
| – | – | 0.01% | 319 |
|
|
2021
Q3 | $72K | Hold |
10,408
| – | – | 0.02% | 316 |
|
|
2021
Q2 | $88K | Buy |
10,408
+10,000
| +2,451% | +$84.6K | 0.02% | 271 |
|
|
2021
Q1 | $3K | Buy |
+408
| New | +$3K | ﹤0.01% | 880 |
|