Principal Financial Group’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 | $42.5K | Buy |
+10,263
| New | +$42.5K | ﹤0.01% | 2196 |
|
|
2023
Q4 | – | Sell |
-12,566
| Closed | -$60.9K | – | 2460 |
|
|
2023
Q3 | $60.9K | Buy |
12,566
+390
| +3% | +$1.89K | ﹤0.01% | 2335 |
|
|
2023
Q2 | $68.2K | Buy |
12,176
+1,044
| +9% | +$5.85K | ﹤0.01% | 2336 |
|
|
2023
Q1 | $54.7K | Sell |
11,132
-687
| -6% | -$3.37K | ﹤0.01% | 2367 |
|
|
2022
Q4 | $39.1K | Buy |
11,819
+317
| +3% | +$1.05K | ﹤0.01% | 2379 |
|
|
2022
Q3 | $34K | Sell |
11,502
-1,956
| -15% | -$5.78K | ﹤0.01% | 2433 |
|
|
2022
Q2 | $48K | Buy |
+13,458
| New | +$48K | ﹤0.01% | 2462 |
|