Benchmark Financial 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 | $475K | Sell |
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|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $407K | Buy |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $200K | Sell |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $249K | Buy |
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