Raymond James & Associates’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,645
| Closed | -$122K | – | 4043 |
|
|
2024
Q2 | $122K | Buy |
17,645
+407
| +2% | +$2.82K | ﹤0.01% | 3666 |
|
|
2024
Q1 | $125K | Sell |
17,238
-1,902
| -10% | -$13.8K | ﹤0.01% | 3667 |
|
|
2023
Q4 | $137K | Buy |
19,140
+482
| +3% | +$3.45K | ﹤0.01% | 3568 |
|
|
2023
Q3 | $90.5K | Buy |
18,658
+785
| +4% | +$3.81K | ﹤0.01% | 3582 |
|
|
2023
Q2 | $100K | Sell |
17,873
-2,464
| -12% | -$13.8K | ﹤0.01% | 3585 |
|
|
2023
Q1 | $99.9K | Buy |
20,337
+213
| +1% | +$1.05K | ﹤0.01% | 3611 |
|
|
2022
Q4 | $66.6K | Buy |
20,124
+2,395
| +14% | +$7.93K | ﹤0.01% | 3644 |
|
|
2022
Q3 | $52K | Sell |
17,729
-4,597
| -21% | -$13.5K | ﹤0.01% | 3657 |
|
|
2022
Q2 | $79K | Sell |
22,326
-1,770
| -7% | -$6.26K | ﹤0.01% | 3687 |
|
|
2022
Q1 | $109K | Buy |
24,096
+2,142
| +10% | +$9.69K | ﹤0.01% | 3753 |
|
|
2021
Q4 | $130K | Sell |
21,954
-7,333
| -25% | -$43.4K | ﹤0.01% | 3774 |
|
|
2021
Q3 | $204K | Sell |
29,287
-6,925
| -19% | -$48.2K | ﹤0.01% | 3629 |
|
|
2021
Q2 | $306K | Buy |
36,212
+6,348
| +21% | +$53.6K | ﹤0.01% | 3399 |
|
|
2021
Q1 | $237K | Sell |
29,864
-13,886
| -32% | -$110K | ﹤0.01% | 3477 |
|
|
2020
Q4 | $574K | Buy |
+43,750
| New | +$574K | ﹤0.01% | 2702 |
|