Wedmont Private Capital’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 | – | Sell |
-40,360
| Closed | -$176K | – | 769 |
|
|
2025
Q1 | $176K | Sell |
40,360
-497
| -1% | -$2.17K | 0.01% | 670 |
|
|
2024
Q4 | $223K | Buy |
40,857
+20,744
| +103% | +$113K | 0.01% | 634 |
|
|
2024
Q3 | $148K | Buy |
20,113
+1,963
| +11% | +$14.4K | 0.01% | 647 |
|
|
2024
Q2 | $139K | Buy |
18,150
+4,147
| +30% | +$31.8K | 0.01% | 625 |
|
|
2024
Q1 | $94.7K | Sell |
14,003
-1,491
| -10% | -$10.1K | 0.01% | 591 |
|
|
2023
Q4 | $104K | Buy |
+15,494
| New | +$104K | 0.01% | 555 |
|