HighMark 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 | $62.1K | Sell |
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|
2025
Q2 | $67.4K | Buy |
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|
2025
Q1 | $67.8K | Hold |
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|
2024
Q4 | $59K | Buy |
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|
2024
Q3 | $67.2K | Buy |
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|
2024
Q2 | $59.2K | Buy |
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|
2024
Q1 | $55.1K | Hold |
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|
2023
Q4 | $53.1K | Sell |
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|
2023
Q3 | $53.4K | Buy |
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|
2023
Q2 | $55.3K | Buy |
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|
2023
Q1 | $56.4K | Buy |
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|
2022
Q4 | $55.8K | Buy |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | $45K | Buy |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $46K | Buy |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $58K | Buy |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q4 | $44K | Buy |
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