Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $566K | Hold |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $269K | Sell |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $205K | Buy |
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