IAG Wealth 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 | $253K | Buy |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $75.5K | Buy |
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|
2024
Q3 | $29.3K | Sell |
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|
2024
Q2 | $29.6K | Buy |
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|
2024
Q1 | $24.6K | Hold |
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|
2023
Q4 | $23.7K | Buy |
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|
2023
Q3 | $3.08K | Hold |
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|
2023
Q2 | $3.31K | Sell |
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|
2023
Q1 | $15.8K | Buy |
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|
2022
Q4 | $3.5K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $10K | Sell |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $13K | Sell |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $36K | Buy |
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