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Taylor & Morgan Wealth Management, LLC → UWMC
Taylor & Morgan Wealth Management, LLC UWMC Position History
UWM Holdings Corporation
Quarters held
5
Latest value
$69K
Q3 2026
Peak value
$208K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $208K |
| Q4 2025 | $152K |
| Q1 2026 | $128K |
| Q2 2026 | $83K |
| Q3 2026 | $69K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69K | 58.2K | — | — |
| Q2 2026 | $83K | 36.4K | — | — |
| Q1 2026 | $128K | 35.5K | — | — |
| Q4 2025 | $152K | 34.7K | — | — |
| Q3 2025 | $208K | 34.1K | — | — |