JGUA
John G. Ullman & Associates’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Sell |
282,700
-1,800
| -0.6% | -$43.1K | 1% | 29 |
|
|
2025
Q1 | $5.59M | Sell |
284,500
-2,700
| -0.9% | -$53.1K | 0.86% | 38 |
|
|
2024
Q4 | $6.38M | Buy |
287,200
+19,200
| +7% | +$426K | 0.94% | 30 |
|
|
2024
Q3 | $2.83M | Buy |
268,000
+83,600
| +45% | +$883K | 0.41% | 73 |
|
|
2024
Q2 | $2.26M | Buy |
184,400
+156,700
| +566% | +$1.92M | 0.34% | 82 |
|
|
2024
Q1 | $311K | Sell |
27,700
-53,500
| -66% | -$601K | 0.05% | 144 |
|
|
2023
Q4 | $1.2M | Buy |
81,200
+29,350
| +57% | +$434K | 0.19% | 90 |
|
|
2023
Q3 | $688K | Buy |
51,850
+6,360
| +14% | +$84.3K | 0.11% | 109 |
|
|
2023
Q2 | $744K | Sell |
45,490
-20,100
| -31% | -$329K | 0.11% | 109 |
|
|
2023
Q1 | $1.31M | Sell |
65,590
-1,600
| -2% | -$31.9K | 0.2% | 89 |
|
|
2022
Q4 | $1.29M | Sell |
67,190
-6,000
| -8% | -$115K | 0.2% | 84 |
|
|
2022
Q3 | $1.46M | Sell |
73,190
-7,400
| -9% | -$148K | 0.26% | 80 |
|
|
2022
Q2 | $1.33M | Sell |
80,590
-2,900
| -3% | -$47.9K | 0.21% | 83 |
|
|
2022
Q1 | $2.02M | Sell |
83,490
-15,000
| -15% | -$362K | 0.28% | 73 |
|
|
2021
Q4 | $2.16M | Buy |
98,490
+1,790
| +2% | +$39.3K | 0.3% | 70 |
|
|
2021
Q3 | $1.81M | Buy |
+96,700
| New | +$1.81M | 0.25% | 73 |
|