Primoris Wealth Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,238
Closed -$206K 72
2022
Q4
$206K Buy
+3,238
New +$206K 0.32% 55