Rothschild Investment LLC’s UWM Holdings UWMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.98K Buy
2025
Q2
$373 Buy
2025
Q1
$218 Buy
2024
Q1
Sell
2023
Q4
$307K Hold
2023
Q3
$208K Hold
2023
Q2
$240K Sell
2023
Q1
$226K Hold
2022
Q4
$153K Hold
2022
Q3
$135K Sell
2022
Q2
$169K Buy
2022
Q1
$201K Buy
2021
Q4
$219K Hold
2021
Q3
$257K Buy