Back to UWMC
LJI Wealth Management, LLC → UWMC
LJI Wealth Management, LLC UWMC Position History
UWM Holdings Corporation
Quarters held
5
Latest value
$16K
Q3 2026
Peak value
$72K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $72K |
| Q4 2025 | $50K |
| Q1 2026 | $42K |
| Q2 2026 | $26K |
| Q3 2026 | $16K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16K | 13.5K | — | — |
| Q2 2026 | $26K | 11.5K | — | — |
| Q1 2026 | $42K | 11.5K | — | — |
| Q4 2025 | $50K | 11.5K | — | — |
| Q3 2025 | $72K | 11.9K | — | — |