Baldwin Wealth Partners’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 | $2.44M | Sell |
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|
2025
Q2 | $2.63M | Sell |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $2.89M | Sell |
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|
2024
Q3 | $3.47M | Buy |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $2.94M | Sell |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $2.78M | Sell |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $3.24M | Sell |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $144K | Hold |
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|
2021
Q4 | $137K | Hold |
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|
2021
Q3 | $122K | Hold |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $142K | Sell |
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|
2020
Q4 | $158K | Hold |
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|
2020
Q3 | $142K | Sell |
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|
2020
Q2 | $133K | Sell |
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|
2020
Q1 | $134K | Hold |
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|
2019
Q4 | $167K | Hold |
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|
2019
Q3 | $164K | Hold |
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|
2019
Q2 | $154K | Hold |
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|
2019
Q1 | $141K | Hold |
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|
2018
Q4 | $143K | Hold |
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|
2018
Q3 | $139K | Sell |
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|
2018
Q2 | $141K | Sell |
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|
2018
Q1 | $166K | Sell |
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|
2017
Q4 | $182K | Hold |
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|
2017
Q3 | $179K | Hold |
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|
2017
Q2 | $178K | Sell |
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|
2017
Q1 | $215K | Sell |
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|
2016
Q4 | $278K | Buy |
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|
2016
Q3 | $265K | Buy |
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|
2016
Q2 | $239K | Buy |
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|
2016
Q1 | $224K | Sell |
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|
2015
Q4 | $208K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $204K | Sell |
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|
2014
Q4 | $278K | Buy |
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|
2014
Q3 | $268K | Sell |
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|
2014
Q2 | $279K | Hold |
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|
2014
Q1 | $254K | Sell |
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|
2013
Q4 | $334K | Buy |
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|
2013
Q3 | $259K | Sell |
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|
2013
Q2 | $455K | Buy |
|