Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $81.8K | Buy |
|
|||||
|
2025
Q2 | $70.8K | Buy |
|
|||||
|
2025
Q1 | $70.6K | Hold |
|
|||||
|
2024
Q4 | $61.4K | Buy |
|
|||||
|
2024
Q3 | $65.2K | Buy |
|
|||||
|
2024
Q2 | $54.6K | Sell |
|
|||||
|
2024
Q1 | $58.7K | Buy |
|
|||||
|
2023
Q4 | $55.2K | Buy |
|
|||||
|
2023
Q3 | $41.1K | Buy |
|
|||||
|
2023
Q2 | $42.2K | Buy |
|
|||||
|
2023
Q1 | $31.1K | Hold |
|
|||||
|
2022
Q4 | $31.9K | Sell |
|
|||||
|
2022
Q3 | $90K | Hold |
|
|||||
|
2022
Q2 | $101K | Buy |
|
|||||
|
2022
Q1 | $25K | Buy |
|
|||||
|
2021
Q4 | $23K | Buy |
|
|||||
|
2021
Q2 | – | Hold |
|
|||||
|
2021
Q1 | – | Hold |
|
|||||
|
2018
Q4 | – | Hold |
|
|||||
|
2018
Q3 | – | Hold |
|
|||||
|
2018
Q2 | – | Hold |
|
|||||
|
2018
Q1 | – | Hold |
|
|||||
|
2017
Q4 | – | Hold |
|
|||||
|
2017
Q3 | – | Hold |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $101K | Buy |
|
|||||
|
2016
Q2 | $101K | Sell |
|
|||||
|
2016
Q1 | $191K | Buy |
|
|||||
|
2015
Q4 | $120K | Hold |
|
|||||
|
2015
Q3 | $112K | Hold |
|
|||||
|
2015
Q2 | $110K | Sell |
|
|||||
|
2015
Q1 | $129K | Sell |
|
|||||
|
2014
Q4 | $174K | Hold |
|
|||||
|
2014
Q3 | $176K | Sell |
|
|||||
|
2014
Q2 | $184K | Hold |
|
|||||
|
2014
Q1 | $168K | Hold |
|
|||||
|
2013
Q4 | $180K | Buy |
|