Independent Solutions 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
Q2 | $3.72M | Buy |
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|
2025
Q1 | $3.75M | Buy |
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|
2024
Q4 | $3.17M | Sell |
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|
2024
Q3 | $3.8M | Sell |
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|
2024
Q2 | $3.37M | Buy |
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|
2024
Q1 | $3.23M | Sell |
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|
2023
Q4 | $3.15M | Buy |
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|
2023
Q3 | $2.89M | Buy |
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|
2023
Q2 | $2.73M | Buy |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $784K | Sell |
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|
2020
Q4 | $858K | Buy |
|