Provence Wealth Management Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$351K Buy
5,960
+817
+16% +$48.1K 0.19% 109
2023
Q3
$288K Sell
5,143
-1,416
-22% -$79.3K 0.18% 109
2023
Q2
$395K Sell
6,559
-2,326
-26% -$140K 0.23% 84
2023
Q1
$551K Buy
8,885
+3,767
+74% +$234K 0.37% 65
2022
Q4
$326K Buy
+5,118
New +$326K 0.27% 78