GoalVest Advisory’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 | $51.2K | Hold |
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|
2025
Q2 | $54.6K | Buy |
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|
2025
Q1 | $30.2K | Buy |
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|
2024
Q4 | $22.9K | Buy |
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|
2024
Q3 | $26.2K | Hold |
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|
2024
Q2 | $23.2K | Sell |
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|
2024
Q1 | $60.4K | Buy |
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|
2023
Q4 | $53.7K | Buy |
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|
2023
Q3 | $47.8K | Buy |
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|
2023
Q2 | $20.6K | Sell |
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|
2023
Q1 | $145K | Sell |
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|
2022
Q4 | $177K | Hold |
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|
2022
Q3 | $156K | Sell |
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|
2022
Q2 | $777K | Buy |
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|
2022
Q1 | $745K | Buy |
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|
2021
Q2 | $591K | Buy |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $720K | Buy |
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