Private Advisor 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 | – | Sell |
-13,933
| Closed | -$76.1K | – | 2493 |
|
|
2025
Q1 | $76.1K | Buy |
13,933
+85
| +0.6% | +$464 | ﹤0.01% | 2214 |
|
|
2024
Q4 | $81.3K | Sell |
13,848
-8,735
| -39% | -$51.3K | ﹤0.01% | 2192 |
|
|
2024
Q3 | $192K | Sell |
22,583
-2,831
| -11% | -$24.1K | ﹤0.01% | 2231 |
|
|
2024
Q2 | $176K | Sell |
25,414
-557
| -2% | -$3.86K | ﹤0.01% | 2177 |
|
|
2024
Q1 | $189K | Sell |
25,971
-30,793
| -54% | -$224K | ﹤0.01% | 2125 |
|
|
2023
Q4 | $406K | Buy |
56,764
+1,419
| +3% | +$10.1K | ﹤0.01% | 1592 |
|
|
2023
Q3 | $268K | Buy |
55,345
+318
| +0.6% | +$1.54K | ﹤0.01% | 1695 |
|
|
2023
Q2 | $308K | Buy |
55,027
+232
| +0.4% | +$1.3K | ﹤0.01% | 1612 |
|
|
2023
Q1 | $269K | Buy |
+54,795
| New | +$269K | ﹤0.01% | 1637 |
|
|
2021
Q4 | – | Sell |
-10,563
| Closed | -$73K | – | 2164 |
|
|
2021
Q3 | $73K | Buy |
+10,563
| New | +$73K | ﹤0.01% | 1966 |
|