Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $203K | Buy |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $248K | Buy |
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|
2019
Q4 | $304K | Sell |
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|
2019
Q3 | $303K | Buy |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $212K | Sell |
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|
2018
Q3 | $213K | Sell |
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|
2018
Q2 | $216K | Buy |
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|
2018
Q1 | $202K | Sell |
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|
2017
Q4 | $233K | Sell |
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|
2017
Q3 | $224K | Buy |
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|
2017
Q2 | $203K | Buy |
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|
2017
Q1 | $195K | Buy |
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|
2016
Q4 | $183K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $36K | Buy |
|