Ullmann Wealth Partners Group’s Citigroup C Stock Holding History

Ullmann Wealth Partners Group’s Portfolio C Stock Details C Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$212K	Buy
2019 Q4	–	Sell
2019 Q3	$215K	Buy
2019 Q2	$200K	Buy
2017 Q3	–	Sell
2017 Q2	$12K	Sell
2017 Q1	$12K	Buy