TPB Wealth 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
2023
Q1
$698K Sell
2022
Q4
$796K Sell
2022
Q3
$709K Buy
2022
Q2
$786K Buy
2022
Q1
$737K Sell
2021
Q4
$716K Sell
2021
Q3
$708K Sell
2021
Q2
$753K Sell
2021
Q1
$720K Sell
2020
Q4
$847K Buy