Cooper/Haims 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
Q3 | $393K | Sell |
|
|||||
|
2025
Q2 | $455K | Buy |
|
|||||
|
2025
Q1 | $460K | Sell |
|
|||||
|
2024
Q4 | $427K | Buy |
|
|||||
|
2024
Q3 | $492K | Buy |
|
|||||
|
2024
Q2 | $433K | Sell |
|
|||||
|
2024
Q1 | $453K | Hold |
|
|||||
|
2023
Q4 | $436K | Sell |
|
|||||
|
2023
Q3 | $419K | Buy |
|
|||||
|
2023
Q2 | $451K | Buy |
|
|||||
|
2023
Q1 | $451K | Sell |
|
|||||
|
2022
Q4 | $476K | Sell |
|
|||||
|
2022
Q3 | $424K | Buy |
|
|||||
|
2022
Q2 | $475K | Sell |
|
|||||
|
2022
Q1 | $493K | Sell |
|
|||||
|
2021
Q4 | $474K | Sell |
|
|||||
|
2021
Q3 | $439K | Sell |
|
|||||
|
2021
Q2 | $454K | Sell |
|
|||||
|
2021
Q1 | $494K | Buy |
|
|||||
|
2020
Q4 | $460K | Buy |
|
|||||
|
2020
Q3 | $411K | Buy |
|
|||||
|
2020
Q2 | $364K | Buy |
|
|||||
|
2020
Q1 | $360K | Buy |
|
|||||
|
2019
Q4 | $442K | Buy |
|
|||||
|
2019
Q3 | $402K | Sell |
|
|||||
|
2019
Q2 | $391K | Buy |
|
|||||
|
2019
Q1 | $357K | Hold |
|
|||||
|
2018
Q4 | $360K | Sell |
|
|||||
|
2018
Q3 | $356K | Buy |
|
|||||
|
2018
Q2 | $338K | Hold |
|
|||||
|
2018
Q1 | $335K | Sell |
|
|||||
|
2017
Q4 | $358K | Buy |
|