Crewe 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
Q2 | $154K | Buy |
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|
2025
Q1 | $116K | Sell |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $185K | Buy |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $169K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $135K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | $188K | Buy |
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|
2022
Q1 | $50K | Hold |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Buy |
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