Keystone Wealth Services’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$513K Buy
2025
Q1
$217K Sell
2024
Q4
$220K Sell
2024
Q3
$284K Sell
2024
Q2
$253K Buy
2024
Q1
$239K Sell
2023
Q4
$242K Buy
2023
Q3
$229K Sell
2023
Q2
$296K Buy
2023
Q1
$287K Sell
2022
Q4
$296K Buy
2022
Q3
$238K Sell
2022
Q2
$279K Buy
2022
Q1
$274K Hold
2021
Q4
$262K Buy