Beam Wealth 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
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $261K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $371K | Buy |
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