UWPG
Ullmann Wealth Partners Group’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
38,634
+4,758
| +14% | +$267K | 0.26% | 46 |
|
|
2025
Q1 | $2.2M | Hold |
33,876
| – | – | 0.29% | 40 |
|
|
2024
Q4 | $1.9M | Hold |
33,876
| – | – | 0.25% | 40 |
|
|
2024
Q3 | $2.1M | Hold |
33,876
| – | – | 0.27% | 39 |
|
|
2024
Q2 | $1.67M | Hold |
33,876
| – | – | 0.24% | 39 |
|
|
2024
Q1 | $1.8M | Buy |
33,876
+3,234
| +11% | +$172K | 0.27% | 40 |
|
|
2023
Q4 | $1.56M | Hold |
30,642
| – | – | 0.26% | 38 |
|
|
2023
Q3 | $1.27M | Hold |
30,642
| – | – | 0.24% | 34 |
|
|
2023
Q2 | $1.1M | Hold |
30,642
| – | – | 0.22% | 41 |
|
|
2023
Q1 | $1.07M | Buy |
30,642
+4,897
| +19% | +$171K | 0.24% | 35 |
|
|
2022
Q4 | $969K | Hold |
25,745
| – | – | 0.24% | 35 |
|
|
2022
Q3 | $932K | Hold |
25,745
| – | – | 0.26% | 32 |
|
|
2022
Q2 | $952K | Hold |
25,745
| – | – | 0.26% | 35 |
|
|
2022
Q1 | $1.26M | Buy |
25,745
+4,738
| +23% | +$231K | 0.32% | 31 |
|
|
2021
Q4 | $1.1M | Hold |
21,007
| – | – | 0.29% | 32 |
|
|
2021
Q3 | $952K | Hold |
21,007
| – | – | 0.38% | 30 |
|
|
2021
Q2 | $913K | Sell |
21,007
-2,128
| -9% | -$92.5K | 0.38% | 34 |
|
|
2021
Q1 | $941K | Sell |
23,135
-7,388
| -24% | -$301K | 0.42% | 32 |
|
|
2020
Q4 | $1.19M | Hold |
30,523
| – | – | 0.6% | 25 |
|
|
2020
Q3 | $956K | Hold |
30,523
| – | – | 0.55% | 24 |
|
|
2020
Q2 | $936K | Buy |
30,523
+1
| +0% | +$31 | 0.58% | 23 |
|
|
2020
Q1 | $759K | Buy |
30,522
+3,358
| +12% | +$83.5K | 0.57% | 23 |
|
|
2019
Q4 | $1.23M | Buy |
+27,164
| New | +$1.23M | 0.75% | 19 |
|