Sherbrooke Park Advisers’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 |
-12,716
| Closed | -$69.4K | – | 794 |
|
|
2025
Q1 | $69.4K | Sell |
12,716
-7,322
| -37% | -$40K | 0.03% | 540 |
|
|
2024
Q4 | $118K | Buy |
20,038
+2,975
| +17% | +$17.5K | 0.04% | 650 |
|
|
2024
Q3 | $145K | Buy |
+17,063
| New | +$145K | 0.03% | 800 |
|
|
2023
Q4 | – | Sell |
-82,509
| Closed | -$400K | – | 693 |
|
|
2023
Q3 | $400K | Buy |
+82,509
| New | +$400K | 0.13% | 286 |
|