YorkBridge Wealth Partners’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$2.35M	Buy	36,974 +461	+1%	+$29.3K	0.6%	46
2022 Q3	$2.05M	Buy	36,513 +853	+2%	+$47.8K	0.53%	50
2022 Q2	$2.24M	Sell	35,660 -130	-0.4%	-$8.18K	0.59%	44
2022 Q1	$2.22M	Sell	35,790 -430	-1%	-$26.7K	0.49%	53
2021 Q4	$2.15M	Buy	36,220 +1,545	+4%	+$91.5K	0.48%	56
2021 Q3	$1.82M	Buy	34,675 +2,067	+6%	+$108K	0.46%	59
2021 Q2	$1.76M	Buy	32,608 +1,139	+4%	+$61.6K	0.46%	59
2021 Q1	$1.66M	Buy	31,469 +2,922	+10%	+$154K	0.49%	57
2020 Q4	$1.57M	Sell	28,547 -446	-2%	-$24.5K	0.52%	55
2020 Q3	$1.43M	Buy	28,993 +1,006	+4%	+$49.7K	0.6%	52
2020 Q2	$1.25M	Sell	27,987 -215	-0.8%	-$9.6K	0.57%	55
2020 Q1	$1.25M	Buy	28,202 +721	+3%	+$31.9K	0.77%	46
2019 Q4	$1.52M	Buy	27,481 +854	+3%	+$47.3K	0.7%	46
2019 Q3	$1.45M	Sell	26,627 -688	-3%	-$37.5K	0.73%	43
2019 Q2	$1.39M	Sell	27,315 -1,347	-5%	-$68.6K	0.62%	46
2019 Q1	$1.34M	Buy	28,662 +116	+0.4%	+$5.44K	0.62%	48
2018 Q4	$1.35M	Buy	28,546 +38	+0.1%	+$1.8K	0.72%	43
2018 Q3	$1.32M	Sell	28,508 -639	-2%	-$29.5K	0.6%	48
2018 Q2	$1.28M	Buy	29,147 +1,428	+5%	+$62.6K	0.56%	48
2018 Q1	$1.22M	Buy	27,719 +468	+2%	+$20.6K	0.56%	45
2017 Q4	$1.22M	Sell	27,251 -3,048	-10%	-$137K	0.59%	44
2017 Q3	$1.36M	Sell	30,299 -764	-2%	-$34.4K	0.71%	35
2017 Q2	$1.39M	Buy	31,063 +11	+0%	+$492	0.74%	35
2017 Q1	$1.35M	Buy	31,052 +8,657	+39%	+$376K	0.7%	37
2016 Q4	$930K	Buy	+22,395	New	+$930K	0.55%	50