Hefty 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
2018
Q1
$850K Buy
2017
Q4
$44K Hold
2017
Q3
$43K Hold
2017
Q2
$43K Sell
2017
Q1
$954K Sell
2016
Q4
$1.48M Buy
2016
Q3
$1.45M Buy
2016
Q2
$1.46M Buy
2016
Q1
Sell
2015
Q4
$1.17M Buy