ForthRight 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
Q2 | – | Sell |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $657K | Buy |
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|
2021
Q2 | $403K | Sell |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $505K | Buy |
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