Triad Financial 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
Q3
$400K Buy
2023
Q2
$377K Buy
2023
Q1
$389K Sell
2022
Q4
$462K Buy
2022
Q3
$394K Buy
2022
Q2
$438K Sell
2022
Q1
$447K Sell
2021
Q4
$541K Buy