Bellwether 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 | $174K | Buy |
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|
2025
Q1 | $173K | Hold |
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|
2024
Q4 | $150K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $111K | Buy |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | $33K | Sell |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $25K | Buy |
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