Heritage Wealth Management (Arizona)’s Coca-Cola Consolidated COKE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio COKE Stock Details COKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$306K	Buy
2022 Q4	$608K	Buy
2022 Q3	$220K	Buy
2022 Q2	$292K	Sell
2022 Q1	$401K	Buy
2021 Q3	$177K	Buy
2021 Q2	$153K	Buy
2021 Q1	$66K	Buy