Castle 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
2024
Q4
Sell
2024
Q3
$217K Buy
2023
Q3
Sell
2023
Q2
$271K Buy
2023
Q1
$272K Sell
2022
Q4
$284K Buy
2022
Q3
$246K Buy
2022
Q2
$275K Buy