Guardian Wealth Advisors (Minnesota)’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 | $212K | Sell |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $242K | Hold |
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|
2020
Q4 | $252K | Buy |
|