Golden State 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 | $331K | Buy |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $298K | Buy |
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|
2024
Q4 | $214K | Buy |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $466K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $547K | Buy |
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|
2020
Q1 | $282K | Buy |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $206K | Buy |
|