Sweet Financial Partners’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
$2.51M Sell
2024
Q2
$2.28M Buy
2024
Q1
$2M Buy
2023
Q4
$1.43M Sell
2023
Q3
$1.62M Buy
2023
Q2
$1.58M Buy
2023
Q1
$1.12M Buy
2022
Q4
$772K Buy
2022
Q3
$568K Buy