Axxcess 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
2025
Q3
$8.91M Sell
2025
Q2
$9.98M Sell
2025
Q1
$10.2M Buy
2024
Q4
$8.72M Sell
2024
Q3
$10.3M Sell
2024
Q2
$10.3M Sell
2024
Q1
$10.9M Buy
2023
Q4
$10.3M Buy
2023
Q3
$7.53M Buy
2023
Q2
$2.53M Sell
2023
Q1
$4.63M Sell
2022
Q4
$4.81M Buy
2022
Q3
$2.3M Sell
2022
Q2
$2.61M Buy
2022
Q1
$2.47M Buy
2021
Q4
$1.89M Buy