Steward Partners Investment Advisory’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.87M | Buy |
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|
2025
Q2 | $3.99M | Buy |
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|
2025
Q1 | $6.89K | Buy |
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|
2024
Q4 | $3.82K | Buy |
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|
2024
Q3 | $5.47K | Buy |
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|
2024
Q2 | $4.39K | Buy |
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|
2024
Q1 | $4.53K | Buy |
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|
2023
Q4 | $4.39K | Buy |
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|
2023
Q3 | $2.92K | Buy |
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|
2023
Q2 | $3.31K | Buy |
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|
2023
Q1 | $2.85K | Buy |
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|
2022
Q4 | $905 | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $1.61K | Buy |
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