Finer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.77M | Hold |
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|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $618K | Hold |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $626K | Hold |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $566K | Hold |
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|
2022
Q2 | $635K | Hold |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $626K | Buy |
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