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SkyOak Wealth, LLC UWMC Position History
UWM Holdings Corporation
Quarters held
5
Latest value
$12K
Q3 2026
Peak value
$69K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $67K |
| Q1 2026 | $56K |
| Q2 2026 | $69K |
| Q2 2026 | $458 |
| Q3 2026 | $12K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12K | 10.0K | — | — |
| Q2 2026 | $458 | 200 | — | — |
| Q2 2026 | $69K | 30.3K | — | — |
| Q1 2026 | $56K | 15.4K | — | — |
| Q4 2025 | $67K | 15.2K | — | — |