9258 Wealth Management’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
Q3 | $769K | Buy |
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|
2024
Q2 | $621K | Buy |
|
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|
2024
Q1 | $561K | Buy |
|
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|
2023
Q4 | $540K | Sell |
|
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|
2023
Q3 | $525K | Buy |
|
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|
2023
Q2 | $563K | Sell |
|
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|
2023
Q1 | $630K | Buy |
|
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|
2022
Q4 | $597K | Sell |
|
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|
2022
Q3 | $545K | Sell |
|
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|
2022
Q2 | $686K | Buy |
|
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|
2022
Q1 | $676K | Buy |
|
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|
2021
Q4 | $589K | Buy |
|
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|
2021
Q3 | $496K | Buy |
|
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|
2021
Q2 | $446K | Buy |
|
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|
2021
Q1 | $394K | Buy |
|
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|
2020
Q4 | $355K | Sell |
|
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|
2020
Q3 | $341K | Sell |
|
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|
2020
Q2 | $320K | Buy |
|
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|
2020
Q1 | $334K | Sell |
|
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|
2019
Q4 | $468K | Buy |
|
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|
2019
Q3 | $334K | Sell |
|
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|
2019
Q2 | $345K | Sell |
|
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $342K | Buy |
|