Ullmann Wealth Partners Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $971K | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $992K | Buy |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $416K | Sell |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $549K | Buy |
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|
2022
Q3 | $441K | Buy |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $703K | Buy |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $591K | Sell |
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|
2020
Q4 | $620K | Buy |
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|
2020
Q3 | $550K | Hold |
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|
2020
Q2 | $498K | Hold |
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|
2020
Q1 | $492K | Sell |
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|
2019
Q4 | $639K | Sell |
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|
2019
Q3 | $639K | Sell |
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|
2019
Q2 | $816K | Sell |
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|
2019
Q1 | $791K | Buy |
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|
2018
Q4 | $783K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $608K | Buy |
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|
2018
Q1 | $593K | Sell |
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|
2017
Q4 | $730K | Buy |
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|
2017
Q3 | $229K | Sell |
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|
2017
Q2 | $835K | Sell |
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|
2017
Q1 | $825K | Hold |
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|
2016
Q4 | $807K | Buy |
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