Taylor & Morgan Wealth Management’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
33,264
+747
| +2% | +$3.09K | 0.09% | 69 |
|
|
2025
Q1 | $178K | Buy |
32,517
+594
| +2% | +$3.24K | 0.13% | 65 |
|
|
2024
Q4 | $187K | Buy |
31,923
+438
| +1% | +$2.57K | 0.13% | 70 |
|
|
2024
Q3 | $268K | Buy |
31,485
+422
| +1% | +$3.6K | 0.18% | 55 |
|
|
2024
Q2 | $215K | Buy |
31,063
+479
| +2% | +$3.32K | 0.15% | 59 |
|
|
2024
Q1 | $222K | Buy |
30,584
+455
| +2% | +$3.3K | 0.16% | 58 |
|
|
2023
Q4 | $215K | Buy |
30,129
+571
| +2% | +$4.08K | 0.17% | 59 |
|
|
2023
Q3 | $143K | Buy |
29,558
+510
| +2% | +$2.47K | 0.13% | 57 |
|
|
2023
Q2 | $163K | Buy |
29,048
+2,595
| +10% | +$14.5K | 0.13% | 63 |
|
|
2023
Q1 | $130K | Buy |
26,453
+693
| +3% | +$3.4K | 0.11% | 63 |
|
|
2022
Q4 | $85.3K | Buy |
25,760
+770
| +3% | +$2.55K | 0.08% | 64 |
|
|
2022
Q3 | $73K | Buy |
24,990
+2,100
| +9% | +$6.13K | 0.07% | 62 |
|
|
2022
Q2 | $81K | Buy |
22,890
+538
| +2% | +$1.9K | 0.08% | 64 |
|
|
2022
Q1 | $101K | Buy |
22,352
+372
| +2% | +$1.68K | 0.08% | 62 |
|
|
2021
Q4 | $130K | Buy |
+21,980
| New | +$130K | 0.11% | 65 |
|