UBS AM’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 | $1.98M | Buy |
479,422
+211,164
| +79% | +$874K | ﹤0.01% | 2146 |
|
|
2025
Q1 | $1.46M | Buy |
268,258
+71,211
| +36% | +$389K | ﹤0.01% | 2146 |
|
|
2024
Q4 | $1.16M | Buy |
197,047
+27,531
| +16% | +$162K | ﹤0.01% | 2300 |
|
|
2024
Q3 | $1.44M | Sell |
169,516
-22,716
| -12% | -$194K | ﹤0.01% | 2207 |
|
|
2024
Q2 | $1.33M | Buy |
192,232
+68,089
| +55% | +$472K | ﹤0.01% | 2220 |
|
|
2024
Q1 | $901K | Buy |
124,143
+10,991
| +10% | +$79.8K | ﹤0.01% | 2068 |
|
|
2023
Q4 | $809K | Buy |
113,152
+11,335
| +11% | +$81K | ﹤0.01% | 2138 |
|
|
2023
Q3 | $494K | Buy |
101,817
+11,987
| +13% | +$58.1K | ﹤0.01% | 2307 |
|
|
2023
Q2 | $441K | Hold |
89,830
| – | – | ﹤0.01% | 2370 |
|
|
2023
Q1 | $441K | Hold |
89,830
| – | – | ﹤0.01% | 2370 |
|
|
2022
Q4 | $297K | Sell |
89,830
-7,112
| -7% | -$23.5K | ﹤0.01% | 2332 |
|
|
2022
Q3 | $284K | Hold |
96,942
| – | – | ﹤0.01% | 2507 |
|
|
2022
Q2 | $343K | Hold |
96,942
| – | – | ﹤0.01% | 2433 |
|
|
2022
Q1 | $439K | Buy |
96,942
+7,374
| +8% | +$33.4K | ﹤0.01% | 2501 |
|
|
2021
Q4 | $530K | Sell |
89,568
-7,242
| -7% | -$42.9K | ﹤0.01% | 2534 |
|
|
2021
Q3 | $673K | Hold |
96,810
| – | – | ﹤0.01% | 2356 |
|
|
2021
Q2 | $818K | Buy |
+96,810
| New | +$818K | ﹤0.01% | 2322 |
|