WorthPointe’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,951
Closed -$493K 41
2022
Q1
$493K Buy
7,951
+58
+0.7% +$3.6K 0.4% 30
2021
Q4
$427K Buy
+7,893
New +$427K 0.38% 28