Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $471K | Hold |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $443K | Hold |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $451K | Hold |
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|
2022
Q1 | $444K | Buy |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $370K | Hold |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $298K | Hold |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $344K | Hold |
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|
2019
Q2 | $330K | Buy |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $218K | Hold |
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|
2018
Q2 | $207K | Sell |
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|
2018
Q1 | $206K | Hold |
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|
2017
Q4 | $217K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $302K | Buy |
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|
2017
Q1 | $268K | Sell |
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|
2016
Q4 | $278K | Sell |
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|
2016
Q3 | $537K | Buy |
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|
2016
Q2 | $575K | Buy |
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|
2016
Q1 | $588K | Sell |
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|
2015
Q4 | $624K | Buy |
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|
2015
Q3 | $271K | Buy |
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|
2015
Q2 | $247K | Buy |
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|
2015
Q1 | $255K | Sell |
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|
2014
Q4 | $267K | Buy |
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|
2014
Q3 | $269K | Buy |
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|
2014
Q2 | $266K | Buy |
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|
2014
Q1 | $241K | Hold |
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|
2013
Q4 | $258K | Buy |
|