Lake Point Wealth Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$6K Hold
2021
Q4
$6K Hold
2021
Q3
$5K Hold
2021
Q2
$5K Buy
2020
Q1
Sell
2019
Q4
$2K Buy
2019
Q2
$49K Hold
2019
Q1
$49K Sell
2018
Q4
$705K Buy