Sigma Planning Corp’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 | $100K | Sell |
24,198
-356
| -1% | -$1.47K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $134K | Buy |
24,554
+33
| +0.1% | +$180 | ﹤0.01% | 1146 |
|
|
2024
Q4 | $144K | Buy |
24,521
+24
| +0.1% | +$141 | ﹤0.01% | 1113 |
|
|
2024
Q3 | $209K | Buy |
24,497
+25
| +0.1% | +$213 | 0.01% | 1117 |
|
|
2024
Q2 | $170K | Buy |
24,472
+28
| +0.1% | +$194 | 0.01% | 1107 |
|
|
2024
Q1 | $177K | Buy |
+24,444
| New | +$177K | 0.01% | 1147 |
|
|
2021
Q3 | – | Sell |
-19,732
| Closed | -$167K | – | 1472 |
|
|
2021
Q2 | $167K | Sell |
19,732
-10,918
| -36% | -$92.4K | 0.01% | 1303 |
|
|
2021
Q1 | $243K | Buy |
+30,650
| New | +$243K | 0.01% | 1088 |
|