Ullmann Wealth Partners Group’s GEE Group JOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $171K | Hold |
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|
2022
Q1 | $181K | Hold |
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|
2021
Q4 | $187K | Hold |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $188K | Buy |
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|
2021
Q1 | $142K | Sell |
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|
2020
Q4 | $409K | Sell |
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|
2020
Q3 | $512K | Buy |
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