Taylor & Morgan Wealth Management’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 | $208K | Buy |
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|
2025
Q2 | $138K | Buy |
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|
2025
Q1 | $178K | Buy |
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|
2024
Q4 | $187K | Buy |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $215K | Buy |
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|
2024
Q1 | $222K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $143K | Buy |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $85.3K | Buy |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $130K | Buy |
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