Summit Securities Group’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
Q4 | – | Sell |
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|
2025
Q3 | $53.6K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6K | Sell |
|
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|
2023
Q3 | $16K | Sell |
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|
2023
Q2 | $20K | Sell |
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|
2023
Q1 | $45K | Sell |
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|
2022
Q4 | $57K | Sell |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $142K | Hold |
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|
2022
Q1 | $182K | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
|