Surevest’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
Q3 | $3.84M | Buy |
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|
2022
Q2 | $4.31M | Buy |
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|
2022
Q1 | $4.16M | Sell |
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|
2021
Q4 | $5.14M | Sell |
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|
2021
Q3 | $4.77M | Buy |
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|
2021
Q2 | $4.33M | Sell |
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|
2021
Q1 | $4.47M | Buy |
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|
2020
Q4 | $3.91M | Buy |
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|
2020
Q3 | $3.37M | Buy |
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|
2020
Q2 | $2.77M | Buy |
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|
2020
Q1 | $2.38M | Buy |
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|
2019
Q4 | $2.02M | Buy |
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|
2019
Q3 | $1.48M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $603K | Buy |
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|
2018
Q4 | $263K | Buy |
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