John G. Ullman & Associates’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,000
Closed -$135K 185
2024
Q3
$135K Buy
12,000
+1,000
+9% +$11.2K 0.02% 178
2024
Q2
$148K Buy
+11,000
New +$148K 0.02% 176
2022
Q2
Sell
-44,000
Closed -$2.21M 169
2022
Q1
$2.21M Buy
+44,000
New +$2.21M 0.31% 67