Holistic Financial Partners’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 | $640K | Buy |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $473K | Buy |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $456K | Buy |
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|
2020
Q3 | $376K | Buy |
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|
2020
Q2 | $337K | Sell |
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|
2020
Q1 | $355K | Sell |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $425K | Buy |
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|
2019
Q2 | $393K | Buy |
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|
2019
Q1 | $358K | Buy |
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|
2018
Q4 | $310K | Buy |
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|
2018
Q3 | $285K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $267K | Buy |
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|
2017
Q4 | $281K | Buy |
|