Alera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $659K | Sell |
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $588K | Buy |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $504K | Sell |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $639K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $112K | Buy |
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