Wells Fargo’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 | $1.19M | Buy |
288,028
+199,477
| +225% | +$826K | ﹤0.01% | 3259 |
|
|
2025
Q1 | $483K | Buy |
88,551
+23,581
| +36% | +$129K | ﹤0.01% | 3703 |
|
|
2024
Q4 | $381K | Buy |
64,970
+5,849
| +10% | +$34.3K | ﹤0.01% | 3896 |
|
|
2024
Q3 | $504K | Buy |
59,121
+22,979
| +64% | +$196K | ﹤0.01% | 3621 |
|
|
2024
Q2 | $250K | Sell |
36,142
-575
| -2% | -$3.99K | ﹤0.01% | 4010 |
|
|
2024
Q1 | $267K | Sell |
36,717
-18,559
| -34% | -$135K | ﹤0.01% | 3926 |
|
|
2023
Q4 | $395K | Sell |
55,276
-1,168
| -2% | -$8.35K | ﹤0.01% | 3660 |
|
|
2023
Q3 | $274K | Sell |
56,444
-1,577
| -3% | -$7.65K | ﹤0.01% | 3867 |
|
|
2023
Q2 | $325K | Buy |
58,021
+488
| +0.8% | +$2.73K | ﹤0.01% | 4048 |
|
|
2023
Q1 | $282K | Sell |
57,533
-9,850
| -15% | -$48.4K | ﹤0.01% | 3974 |
|
|
2022
Q4 | $223K | Buy |
67,383
+1,644
| +3% | +$5.44K | ﹤0.01% | 3857 |
|
|
2022
Q3 | $192K | Sell |
65,739
-214
| -0.3% | -$625 | ﹤0.01% | 3998 |
|
|
2022
Q2 | $234K | Sell |
65,953
-469,936
| -88% | -$1.67M | ﹤0.01% | 3948 |
|
|
2022
Q1 | $2.43M | Buy |
535,889
+4,603
| +0.9% | +$20.8K | ﹤0.01% | 2945 |
|
|
2021
Q4 | $3.15M | Buy |
531,286
+471,776
| +793% | +$2.79M | ﹤0.01% | 2862 |
|
|
2021
Q3 | $413K | Buy |
59,510
+13,909
| +31% | +$96.5K | ﹤0.01% | 4499 |
|
|
2021
Q2 | $386K | Sell |
45,601
-50,412
| -53% | -$427K | ﹤0.01% | 4471 |
|
|
2021
Q1 | $762K | Buy |
96,013
+92,553
| +2,675% | +$735K | ﹤0.01% | 4159 |
|
|
2020
Q4 | $46K | Buy |
+3,460
| New | +$46K | ﹤0.01% | 5406 |
|