BT Wealth Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$405K Sell
2022
Q1
$408K Sell
2021
Q4
$399K Buy
2019
Q1
Sell
2018
Q4
$236K Buy