Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $634K | Sell |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $544K | Sell |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.27M | Sell |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $333K | Sell |
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|
2019
Q4 | $538K | Buy |
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|
2019
Q3 | $473K | Sell |
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|
2019
Q2 | $456K | Buy |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $498K | Buy |
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|
2018
Q2 | $401K | Sell |
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|
2018
Q1 | $424K | Sell |
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|
2017
Q4 | $472K | Buy |
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