Circle 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
Q2 | $472K | Buy |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $538K | Sell |
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|
2023
Q4 | $549K | Sell |
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|
2023
Q3 | $605K | Buy |
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|
2023
Q2 | $633K | Buy |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $581K | Buy |
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|
2022
Q3 | $492K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $540K | Sell |
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|
2021
Q3 | $525K | Sell |
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|
2021
Q2 | $568K | Buy |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $723K | Buy |
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|
2020
Q3 | $646K | Buy |
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|
2020
Q2 | $581K | Buy |
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|
2020
Q1 | $572K | Buy |
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|
2019
Q4 | $576K | Sell |
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|
2019
Q3 | $582K | Sell |
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|
2019
Q2 | $562K | Buy |
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|
2019
Q1 | $362K | Buy |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $334K | Buy |
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|
2018
Q2 | $315K | Buy |
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|
2018
Q1 | $310K | Sell |
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|
2017
Q4 | $337K | Sell |
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|
2017
Q3 | $332K | Sell |
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|
2017
Q2 | $357K | Buy |
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|
2017
Q1 | $328K | Hold |
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|
2016
Q4 | $321K | Buy |
|