Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $151K | Buy |
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