Stifel Financial’s UWM Holdings UWMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.7K | Buy |
+22,867
| New | +$94.7K | ﹤0.01% | 3367 |
|
|
2023
Q2 | – | Sell |
-11,412
| Closed | -$56K | – | 3421 |
|
|
2023
Q1 | $56K | Sell |
11,412
-2,200
| -16% | -$10.8K | ﹤0.01% | 3224 |
|
|
2022
Q4 | $45.1K | Sell |
13,612
-6,508
| -32% | -$21.5K | ﹤0.01% | 3194 |
|
|
2022
Q3 | $59K | Sell |
20,120
-2,601
| -11% | -$7.63K | ﹤0.01% | 3170 |
|
|
2022
Q2 | $80K | Sell |
22,721
-7,408
| -25% | -$26.1K | ﹤0.01% | 3183 |
|
|
2022
Q1 | $136K | Buy |
30,129
+5,481
| +22% | +$24.7K | ﹤0.01% | 3212 |
|
|
2021
Q4 | $146K | Buy |
+24,648
| New | +$146K | ﹤0.01% | 3210 |
|