Steward Partners Investment Advisory’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 | $3.99M | Buy |
963,733
+962,470
| +76,205% | +$3.98M | 0.03% | 489 |
|
|
2025
Q1 | $6.89K | Buy |
1,263
+612
| +94% | +$3.34K | ﹤0.01% | 3268 |
|
|
2024
Q4 | $3.82K | Buy |
651
+9
| +1% | +$53 | ﹤0.01% | 3456 |
|
|
2024
Q3 | $5.47K | Buy |
642
+9
| +1% | +$77 | ﹤0.01% | 3156 |
|
|
2024
Q2 | $4.39K | Buy |
633
+9
| +1% | +$62 | ﹤0.01% | 3083 |
|
|
2024
Q1 | $4.53K | Buy |
624
+10
| +2% | +$73 | ﹤0.01% | 3076 |
|
|
2023
Q4 | $4.39K | Buy |
614
+11
| +2% | +$79 | ﹤0.01% | 3008 |
|
|
2023
Q3 | $2.92K | Buy |
603
+11
| +2% | +$53 | ﹤0.01% | 2997 |
|
|
2023
Q2 | $3.32K | Buy |
592
+11
| +2% | +$62 | ﹤0.01% | 2921 |
|
|
2023
Q1 | $2.85K | Buy |
581
+308
| +113% | +$1.51K | ﹤0.01% | 2952 |
|
|
2022
Q4 | $905 | Buy |
273
+8
| +3% | +$27 | ﹤0.01% | 3131 |
|
|
2022
Q3 | $1K | Buy |
265
+6
| +2% | +$23 | ﹤0.01% | 3176 |
|
|
2022
Q2 | $1K | Buy |
259
+104
| +67% | +$402 | ﹤0.01% | 3176 |
|
|
2022
Q1 | $1K | Buy |
155
+3
| +2% | +$19 | ﹤0.01% | 3229 |
|
|
2021
Q4 | $1K | Buy |
152
+2
| +1% | +$13 | ﹤0.01% | 3131 |
|
|
2021
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 3107 |
|
|
2021
Q2 | $1K | Sell |
150
-53
| -26% | -$353 | ﹤0.01% | 6993 |
|
|
2021
Q1 | $1.61K | Buy |
+203
| New | +$1.61K | ﹤0.01% | 3260 |
|