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Secure Asset Management’s UWM Holdings UWMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,339
Closed -$111K 350
2025
Q1
$111K Hold
20,339
0.02% 297
2024
Q4
$119K Buy
+20,339
New +$119K 0.02% 309