Granite Bay Wealth Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-115,700
Closed -$6.53M 191
2023
Q4
$6.53M Sell
115,700
-22,900
-17% -$1.29M 0.06% 94
2023
Q3
$8.28M Buy
+138,600
New +$8.28M 0.08% 91