Trust Company of Vermont’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 |
-190
| Closed | -$1.32K | – | 1111 |
|
|
2024
Q2 | $1.32K | Hold |
190
| – | – | ﹤0.01% | 822 |
|
|
2024
Q1 | $1.38K | Hold |
190
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $1.36K | Hold |
190
| – | – | ﹤0.01% | 710 |
|
|
2023
Q3 | $922 | Hold |
190
| – | – | ﹤0.01% | 775 |
|
|
2023
Q2 | $1.06K | Hold |
190
| – | – | ﹤0.01% | 784 |
|
|
2023
Q1 | $933 | Hold |
190
| – | – | ﹤0.01% | 830 |
|
|
2022
Q4 | $629 | Sell |
190
-570
| -75% | -$1.89K | ﹤0.01% | 830 |
|
|
2022
Q3 | $2K | Hold |
760
| – | – | ﹤0.01% | 933 |
|
|
2022
Q2 | $3K | Buy |
+760
| New | +$3K | ﹤0.01% | 842 |
|
|
2022
Q1 | – | Sell |
-760
| Closed | -$4K | – | 719 |
|
|
2021
Q4 | $4K | Buy |
+760
| New | +$4K | ﹤0.01% | 742 |
|
|
2021
Q3 | – | Sell |
-284
| Closed | -$2K | – | 691 |
|
|
2021
Q2 | $2K | Buy |
284
+42
| +17% | +$296 | ﹤0.01% | 756 |
|
|
2021
Q1 | $2K | Buy |
+242
| New | +$2K | ﹤0.01% | 725 |
|