Peterson Financial Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$244K Buy
2024
Q2
$215K Buy
2024
Q1
$204K Buy
2023
Q1
Sell
2022
Q4
$218K Buy
2022
Q3
Sell
2022
Q2
$229K Sell
2022
Q1
$231K Sell
2021
Q4
$226K Buy