Minot 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 | $552K | Buy |
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|
2022
Q1 | $535K | Buy |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $251K | Sell |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $1.51M | Buy |
|