Principal Securities’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	$5.88K	Buy	+1,420	New	+$5.88K	﹤0.01%	2814
2024 Q4	–	Sell	-1,386	Closed	-$11.8K	–	3651
2024 Q3	$11.8K	Hold	1,386	–	–	﹤0.01%	2362
2024 Q2	$9.61K	Buy	+1,386	New	+$9.61K	﹤0.01%	2411