Summit Securities Group’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-900
| Closed | -$6K | – | 729 |
|
|
2023
Q4 | $6K | Sell |
900
-2,500
| -74% | -$16.7K | ﹤0.01% | 353 |
|
|
2023
Q3 | $16K | Sell |
3,400
-100
| -3% | -$471 | ﹤0.01% | 232 |
|
|
2023
Q2 | $20K | Sell |
3,500
-5,700
| -62% | -$32.6K | ﹤0.01% | 513 |
|
|
2023
Q1 | $45K | Sell |
9,200
-8,100
| -47% | -$39.6K | ﹤0.01% | 321 |
|
|
2022
Q4 | $57K | Sell |
17,300
-22,900
| -57% | -$75.5K | ﹤0.01% | 483 |
|
|
2022
Q3 | $118K | Hold |
40,200
| – | – | 0.01% | 335 |
|
|
2022
Q2 | $142K | Hold |
40,200
| – | – | 0.02% | 220 |
|
|
2022
Q1 | $182K | Sell |
40,200
-2,800
| -7% | -$12.7K | 0.02% | 248 |
|
|
2021
Q4 | $255K | Buy |
43,000
+7,300
| +20% | +$43.3K | 0.01% | 306 |
|
|
2021
Q3 | $248K | Buy |
+35,700
| New | +$248K | 0.02% | 278 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 493 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 417 |
|