Avitas 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
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $408K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $2.7M | Buy |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.22M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $2.97M | Buy |
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|
2018
Q3 | $2.81M | Buy |
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|
2018
Q2 | $2.56M | Buy |
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