GeoWealth 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 | $818K | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $13K | Sell |
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|
2023
Q2 | $14K | Buy |
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|
2023
Q1 | $9K | Sell |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $520K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $293K | Buy |
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