Procyon 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 | – | Sell |
-30,051
| Closed | -$164K | – | 593 |
|
|
2025
Q1 | $164K | Sell |
30,051
-153
| -0.5% | -$835 | 0.01% | 574 |
|
|
2024
Q4 | $177K | Sell |
30,204
-233
| -0.8% | -$1.37K | 0.01% | 527 |
|
|
2024
Q3 | $259K | Buy |
30,437
+6
| +0% | +$51 | 0.02% | 465 |
|
|
2024
Q2 | $211K | Buy |
30,431
+7
| +0% | +$49 | 0.02% | 492 |
|
|
2024
Q1 | $221K | Sell |
30,424
-283
| -0.9% | -$2.06K | 0.02% | 474 |
|
|
2023
Q4 | $220K | Buy |
30,707
+12
| +0% | +$86 | 0.02% | 474 |
|
|
2023
Q3 | $149K | Buy |
30,695
+10,010
| +48% | +$48.5K | 0.02% | 462 |
|
|
2023
Q2 | $116K | Buy |
+20,685
| New | +$116K | 0.01% | 434 |
|