Concentric 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
Q3 | $360K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $315K | Hold |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $283K | Hold |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $261K | Hold |
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|
2019
Q1 | $240K | Hold |
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|
2018
Q4 | $242K | Hold |
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|
2018
Q3 | $236K | Hold |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $222K | Hold |
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|
2017
Q4 | $235K | Hold |
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|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $229K | Hold |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $237K | Buy |
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