Carson Wealth (CWM LLC)’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Buy |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $110K | Buy |
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|
2024
Q1 | $73K | Buy |
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|
2023
Q4 | $61K | Buy |
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|
2023
Q3 | $34K | Sell |
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|
2023
Q2 | $39K | Hold |
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|
2023
Q1 | $33K | Sell |
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|
2022
Q4 | $34K | Sell |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $32K | Buy |
|