UBS Group’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 | $8.29M | Buy |
2,002,496
+1,416,479
| +242% | +$5.86M | ﹤0.01% | 2585 |
|
|
2025
Q1 | $3.2M | Sell |
586,017
-414,859
| -41% | -$2.27M | ﹤0.01% | 3341 |
|
|
2024
Q4 | $5.88M | Buy |
1,000,876
+840,558
| +524% | +$4.93M | ﹤0.01% | 2827 |
|
|
2024
Q3 | $1.37M | Sell |
160,318
-68,682
| -30% | -$585K | ﹤0.01% | 3330 |
|
|
2024
Q2 | $1.59M | Sell |
229,000
-112,304
| -33% | -$778K | ﹤0.01% | 3038 |
|
|
2024
Q1 | $2.48M | Buy |
341,304
+49,376
| +17% | +$358K | ﹤0.01% | 2791 |
|
|
2023
Q4 | $2.09M | Buy |
291,928
+107,792
| +59% | +$771K | ﹤0.01% | 2815 |
|
|
2023
Q3 | $893K | Buy |
184,136
+37,852
| +26% | +$184K | ﹤0.01% | 3179 |
|
|
2023
Q2 | $819K | Buy |
146,284
+20,635
| +16% | +$116K | ﹤0.01% | 3448 |
|
|
2023
Q1 | $617K | Buy |
125,649
+23,772
| +23% | +$117K | ﹤0.01% | 3559 |
|
|
2022
Q4 | $337K | Sell |
101,877
-210,772
| -67% | -$698K | ﹤0.01% | 3983 |
|
|
2022
Q3 | $916K | Buy |
312,649
+34,134
| +12% | +$100K | ﹤0.01% | 2918 |
|
|
2022
Q2 | $986K | Buy |
278,515
+180,809
| +185% | +$640K | ﹤0.01% | 2904 |
|
|
2022
Q1 | $443K | Sell |
97,706
-95,741
| -49% | -$434K | ﹤0.01% | 3838 |
|
|
2021
Q4 | $1.15M | Sell |
193,447
-350,605
| -64% | -$2.08M | ﹤0.01% | 3335 |
|
|
2021
Q3 | $3.78M | Sell |
544,052
-180,430
| -25% | -$1.25M | ﹤0.01% | 2246 |
|
|
2021
Q2 | $6.12M | Buy |
724,482
+572,105
| +375% | +$4.83M | ﹤0.01% | 1852 |
|
|
2021
Q1 | $1.21M | Buy |
+152,377
| New | +$1.21M | ﹤0.01% | 3199 |
|
|
2020
Q4 | – | Sell |
-29,268
| Closed | -$302K | – | 7657 |
|
|
2020
Q3 | $302K | Buy |
+29,268
| New | +$302K | ﹤0.01% | 3748 |
|