FirstPurpose Wealth’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
Q1
$444K Buy
2023
Q4
$439K Buy
2023
Q3
$410K Buy
2023
Q2
$424K Buy
2023
Q1
$430K Sell
2022
Q4
$468K Buy
2022
Q3
$379K Buy
2022
Q2
$405K Buy
2022
Q1
$377K Buy
2021
Q4
$307K Buy