WR Wealth Planners’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
Q4 | $275K | Sell |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2023
Q1 | $190K | Buy |
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|
2022
Q4 | $21.7K | Hold |
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|
2022
Q3 | $19.1K | Sell |
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|
2022
Q2 | $38.1K | Buy |
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|
2022
Q1 | $22.8K | Buy |
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