Spire Wealth Management’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 | $4.14K | Hold |
1,000
| – | – | ﹤0.01% | 2003 |
|
|
2025
Q1 | $5.46K | Hold |
1,000
| – | – | ﹤0.01% | 2035 |
|
|
2024
Q4 | $5.87K | Hold |
1,000
| – | – | ﹤0.01% | 2002 |
|
|
2024
Q3 | $8.52K | Hold |
1,000
| – | – | ﹤0.01% | 1681 |
|
|
2024
Q2 | $6.93K | Hold |
1,000
| – | – | ﹤0.01% | 1747 |
|
|
2024
Q1 | $7.26K | Hold |
1,000
| – | – | ﹤0.01% | 1815 |
|
|
2023
Q4 | $6.35K | Hold |
1,000
| – | – | ﹤0.01% | 1896 |
|
|
2023
Q3 | $4.85K | Hold |
1,000
| – | – | ﹤0.01% | 1950 |
|
|
2023
Q2 | $5.6K | Hold |
1,000
| – | – | ﹤0.01% | 1969 |
|
|
2023
Q1 | $4.91K | Hold |
1,000
| – | – | ﹤0.01% | 2037 |
|
|
2022
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 1999 |
|
|
2022
Q3 | $3K | Sell |
1,000
-3,776
| -79% | -$11.3K | ﹤0.01% | 1895 |
|
|
2022
Q2 | $17K | Buy |
4,776
+90
| +2% | +$320 | ﹤0.01% | 1740 |
|
|
2022
Q1 | $21K | Buy |
4,686
+59
| +1% | +$264 | ﹤0.01% | 1795 |
|
|
2021
Q4 | $27K | Buy |
4,627
+53
| +1% | +$309 | ﹤0.01% | 2011 |
|
|
2021
Q3 | $32K | Buy |
4,574
+42
| +0.9% | +$294 | ﹤0.01% | 1663 |
|
|
2021
Q2 | $38K | Buy |
4,532
+32
| +0.7% | +$268 | ﹤0.01% | 1603 |
|
|
2021
Q1 | $36K | Buy |
+4,500
| New | +$36K | ﹤0.01% | 1894 |
|