Truist Financial’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,070
| Closed | -$139K | – | 2722 |
|
|
2024
Q2 | $139K | Sell |
20,070
-5,591
| -22% | -$38.7K | ﹤0.01% | 2552 |
|
|
2024
Q1 | $186K | Sell |
25,661
-156,326
| -86% | -$1.13M | ﹤0.01% | 2490 |
|
|
2023
Q4 | $1.3M | Sell |
181,987
-93,938
| -34% | -$672K | ﹤0.01% | 1475 |
|
|
2023
Q3 | $1.34M | Sell |
275,925
-76,650
| -22% | -$372K | ﹤0.01% | 1431 |
|
|
2023
Q2 | $1.97M | Buy |
352,575
+330,975
| +1,532% | +$1.85M | ﹤0.01% | 1269 |
|
|
2023
Q1 | $106K | Buy |
21,600
+1,900
| +10% | +$9.33K | ﹤0.01% | 2487 |
|
|
2022
Q4 | $65.2K | Buy |
19,700
+1,650
| +9% | +$5.46K | ﹤0.01% | 2494 |
|
|
2022
Q3 | $53K | Hold |
18,050
| – | – | ﹤0.01% | 2453 |
|
|
2022
Q2 | $64K | Sell |
18,050
-12,177
| -40% | -$43.2K | ﹤0.01% | 2557 |
|
|
2022
Q1 | $137K | Buy |
30,227
+3,516
| +13% | +$15.9K | ﹤0.01% | 2569 |
|
|
2021
Q4 | $158K | Sell |
26,711
-20,139
| -43% | -$119K | ﹤0.01% | 2590 |
|
|
2021
Q3 | $326K | Buy |
46,850
+8,625
| +23% | +$60K | ﹤0.01% | 2254 |
|
|
2021
Q2 | $323K | Buy |
+38,225
| New | +$323K | ﹤0.01% | 2299 |
|