UWPG
Ullmann Wealth Partners Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
1,656
+104
| +7% | +$36.9K | 0.07% | 82 |
|
|
2025
Q1 | $544K | Buy |
1,552
+228
| +17% | +$79.9K | 0.07% | 86 |
|
|
2024
Q4 | $418K | Buy |
1,324
+221
| +20% | +$69.8K | 0.05% | 97 |
|
|
2024
Q3 | $303K | Sell |
1,103
-62
| -5% | -$17K | 0.04% | 109 |
|
|
2024
Q2 | $306K | Buy |
1,165
+64
| +6% | +$16.8K | 0.04% | 93 |
|
|
2024
Q1 | $307K | Buy |
1,101
+140
| +15% | +$39.1K | 0.05% | 90 |
|
|
2023
Q4 | $250K | Buy |
+961
| New | +$250K | 0.04% | 94 |
|
|
2017
Q3 | – | Sell |
-103
| Closed | -$9K | – | 135 |
|
|
2017
Q2 | $9K | Hold |
103
| – | – | 0.01% | 145 |
|
|
2017
Q1 | $9K | Buy |
+103
| New | +$9K | 0.01% | 131 |
|