TCI Wealth Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-290	Closed	-$15.5K	–	629
2023 Q1	$15.5K	Sell	290 -10	-3%	-$516	﹤0.01%	838
2022 Q4	$15.4K	Hold	300	–	–	﹤0.01%	821
2022 Q3	$12K	Sell	300 -50	-14%	-$2.46K	﹤0.01%	897
2022 Q2	$20K	Hold	350	–	–	﹤0.01%	637
2022 Q1	$17K	Buy	350 +50	+17%	+$2.69K	﹤0.01%	760
2021 Q4	$19K	Buy	300 +10	+3%	+$494	﹤0.01%	731
2021 Q3	$11K	Buy	290 +140	+93%	+$5.57K	﹤0.01%	1023
2021 Q2	$6K	Buy	150 +60	+67%	+$2.12K	﹤0.01%	1289
2021 Q1	$3K	Hold	90	–	–	﹤0.01%	1503
2020 Q4	$2K	Buy	90 +40	+80%	+$1.02K	﹤0.01%	1196
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	1294
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	1226
2020 Q1	$1K	Buy	+50	New	+$1.25K	﹤0.01%	1211
2019 Q4	–	Sell	-40	Closed	-$1K	–	1554
2019 Q3	$1K	Buy	+40	New	+$1.25K	﹤0.01%	1252