Alpha Family Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Hold |
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|
2025
Q1 | $932K | Buy |
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|
2024
Q4 | $439K | Hold |
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|
2024
Q3 | $506K | Hold |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $377K | Hold |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $371K | Buy |
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