Bernardo Wealth Planning’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$207K Buy
2021
Q1
Sell
2020
Q4
$675K Sell
2020
Q3
$616K Buy
2020
Q2
$455K Buy
2020
Q1
$431K Buy
2019
Q4
$435K Sell
2019
Q3
$433K Sell
2019
Q2
$428K Buy
2019
Q1
$251K Buy
2018
Q4
$233K Buy