RE Dickinson Investment Advisors’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 Q4	$209K	Buy	336 +18	+6%	+$1.18K	0.01%	133
2024 Q3	$22.9K	Buy	318 +1	+0.3%	+$68	0.01%	123
2024 Q2	$20.3K	Buy	317 +1	+0.3%	+$62	0.01%	128
2024 Q1	$19K	Sell	316 -25	-7%	-$1.5K	0.01%	128
2023 Q4	$20K	Buy	341 +2	+0.6%	+$114	0.01%	127
2023 Q3	$19K	Sell	339 -19	-5%	-$1.14K	0.01%	131
2023 Q2	$22K	Buy	358 +1	+0.3%	+$62	0.01%	211
2023 Q1	$22K	Sell	357 -25	-7%	-$1.51K	0.01%	214
2022 Q4	$24K	Buy	382 +2	+0.5%	+$121	0.01%	192
2022 Q3	$21K	Buy	380 +1	+0.3%	+$62	0.02%	107
2022 Q2	$24	Buy	379 +51	+16%	+$3.23K	﹤0.01%	113
2022 Q1	$20K	Hold	328	–	–	0.01%	146
2021 Q4	$20K	Buy	+328	New	+$18.3K	0.02%	138