UWPG
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Ullmann Wealth Partners Group’s Salesforce CRM Stock Holding History

Ullmann Wealth Partners Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-699
Closed -$234K – 140
2024
Q4 		$234K Buy
+699
New +$234K 0.03% 122