Engrave Wealth Partners’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$263K Buy
2023
Q3
$222K Buy
2023
Q2
$209K Sell
2023
Q1
$225K Buy
2022
Q4
$209K Buy
2020
Q3
Sell
2020
Q2
$112K Sell
2020
Q1
$113K Sell
2019
Q4
$162K Buy