Baltimore-Washington Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $399K | Sell |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $574K | Buy |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $210K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $45K | Buy |
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|
2015
Q2 | $32K | Sell |
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|
2015
Q1 | $42K | Sell |
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|
2014
Q4 | $61K | Sell |
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|
2014
Q3 | $77K | Buy |
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|
2014
Q2 | $70K | Buy |
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|
2014
Q1 | $50K | Hold |
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|
2013
Q4 | $54K | Hold |
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|
2013
Q3 | $49K | Hold |
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|
2013
Q2 | $52K | Buy |
|