Elwood & Goetz Wealth Advisory Group’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 | $475K | Sell |
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|
2025
Q2 | $542K | Buy |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $411K | Sell |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $215K | Hold |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $220K | Buy |
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