Simplex Trading’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 | $308K | Buy |
74,504
+19,909
| +36% | +$82.3K | ﹤0.01% | 768 |
|
|
2025
Q1 | $298K | Sell |
54,595
-74,888
| -58% | -$409K | ﹤0.01% | 725 |
|
|
2024
Q4 | $760K | Buy |
+129,483
| New | +$760K | ﹤0.01% | 535 |
|
|
2024
Q3 | – | Sell |
-16,471
| Closed | -$114K | – | 4049 |
|
|
2024
Q2 | $114K | Buy |
+16,471
| New | +$114K | ﹤0.01% | 1099 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4099 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4131 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4090 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4117 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4161 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4232 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4321 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4286 |
|
|
2022
Q1 | – | Sell |
-47,269
| Closed | -$279K | – | 4323 |
|
|
2021
Q4 | $279K | Sell |
47,269
-191,658
| -80% | -$1.13M | ﹤0.01% | 1027 |
|
|
2021
Q3 | $1.96M | Sell |
238,927
-269
| -0.1% | -$2.21K | ﹤0.01% | 306 |
|
|
2021
Q2 | $2.02M | Buy |
239,196
+91,124
| +62% | +$770K | ﹤0.01% | 295 |
|
|
2021
Q1 | $1.17M | Sell |
148,072
-61,014
| -29% | -$484K | ﹤0.01% | 343 |
|
|
2020
Q4 | $2.75M | Buy |
+209,086
| New | +$2.75M | ﹤0.01% | 156 |
|