Bordeaux 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
Q2 | $559K | Buy |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $601K | Buy |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $614K | Sell |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $591K | Sell |
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|
2022
Q1 | $610K | Buy |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $492K | Hold |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $526K | Buy |
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