Ullmann Wealth Partners Group’s New Fortress Energy NFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.2K | Sell |
18,740
-18,739
| -50% | -$62.2K | 0.01% | 142 |
|
|
2025
Q1 | $311K | Buy |
37,479
+8,953
| +31% | +$74.4K | 0.04% | 112 |
|
|
2024
Q4 | $431K | Hold |
28,526
| – | – | 0.06% | 95 |
|
|
2024
Q3 | $259K | Hold |
28,526
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $627K | Buy |
28,526
+2,350
| +9% | +$51.7K | 0.09% | 65 |
|
|
2024
Q1 | $801K | Buy |
26,176
+3,059
| +13% | +$93.6K | 0.12% | 55 |
|
|
2023
Q4 | $872K | Hold |
23,117
| – | – | 0.14% | 47 |
|
|
2023
Q3 | $758K | Buy |
23,117
+2,000
| +9% | +$65.6K | 0.14% | 46 |
|
|
2023
Q2 | $566K | Buy |
21,117
+3,244
| +18% | +$86.9K | 0.11% | 56 |
|
|
2023
Q1 | $526K | Buy |
17,873
+3,191
| +22% | +$93.9K | 0.12% | 50 |
|
|
2022
Q4 | $623K | Buy |
14,682
+2,235
| +18% | +$94.8K | 0.15% | 43 |
|
|
2022
Q3 | $544K | Sell |
12,447
-14,960
| -55% | -$654K | 0.15% | 45 |
|
|
2022
Q2 | $1.08M | Buy |
27,407
+4,635
| +20% | +$183K | 0.29% | 34 |
|
|
2022
Q1 | $970K | Buy |
22,772
+6,668
| +41% | +$284K | 0.25% | 37 |
|
|
2021
Q4 | $389K | Buy |
+16,104
| New | +$389K | 0.1% | 60 |
|