Rothschild Investment LLC’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 | $373 | Buy |
90
+50
| +125% | +$207 | ﹤0.01% | 2825 |
|
|
2025
Q1 | $218 | Buy |
+40
| New | +$218 | ﹤0.01% | 2831 |
|
|
2024
Q1 | – | Sell |
-42,900
| Closed | -$307K | – | 2289 |
|
|
2023
Q4 | $307K | Hold |
42,900
| – | – | 0.03% | 351 |
|
|
2023
Q3 | $208K | Hold |
42,900
| – | – | 0.02% | 435 |
|
|
2023
Q2 | $240K | Sell |
42,900
-3,200
| -7% | -$17.9K | 0.02% | 435 |
|
|
2023
Q1 | $226K | Hold |
46,100
| – | – | 0.02% | 431 |
|
|
2022
Q4 | $153K | Hold |
46,100
| – | – | 0.01% | 449 |
|
|
2022
Q3 | $135K | Sell |
46,100
-1,540
| -3% | -$4.51K | 0.01% | 443 |
|
|
2022
Q2 | $169K | Buy |
47,640
+3,200
| +7% | +$11.4K | 0.02% | 443 |
|
|
2022
Q1 | $201K | Buy |
44,440
+7,500
| +20% | +$33.9K | 0.02% | 462 |
|
|
2021
Q4 | $219K | Hold |
36,940
| – | – | 0.02% | 463 |
|
|
2021
Q3 | $257K | Buy |
+36,940
| New | +$257K | 0.02% | 416 |
|