Wealth Enhancement Advisory Services’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 | $730K | Buy |
171,438
+52,718
| +44% | +$225K | ﹤0.01% | 1927 |
|
|
2025
Q1 | $648K | Buy |
118,720
+62,862
| +113% | +$343K | ﹤0.01% | 1854 |
|
|
2024
Q4 | $328K | Buy |
55,858
+6,976
| +14% | +$40.9K | ﹤0.01% | 2286 |
|
|
2024
Q3 | $416K | Sell |
48,882
-346
| -0.7% | -$2.95K | ﹤0.01% | 1934 |
|
|
2024
Q2 | $341K | Sell |
49,228
-2,504
| -5% | -$17.4K | ﹤0.01% | 1889 |
|
|
2024
Q1 | $376K | Sell |
51,732
-8,150
| -14% | -$59.2K | ﹤0.01% | 1761 |
|
|
2023
Q4 | $428K | Sell |
59,882
-1,958
| -3% | -$14K | ﹤0.01% | 1606 |
|
|
2023
Q3 | $300K | Buy |
+61,840
| New | +$300K | ﹤0.01% | 1734 |
|