Whittier Trust’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
$4.35K Hold
1,050
﹤0.01% 1358
2025
Q1
$5.73K Sell
1,050
-1,049
-50% -$5.73K ﹤0.01% 1302
2024
Q4
$12.3K Hold
2,099
﹤0.01% 1208
2024
Q3
$17.9K Hold
2,099
﹤0.01% 1133
2024
Q2
$14.5K Buy
+2,099
New +$14.5K ﹤0.01% 1170