Insight Wealth Strategies’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 | $223K | Buy |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.9M | Hold |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $919K | Sell |
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|
2020
Q3 | $853K | Buy |
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|
2020
Q2 | $705K | Buy |
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|
2020
Q1 | $676K | Sell |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $923K | Buy |
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|
2019
Q2 | $739K | Buy |
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|
2019
Q1 | $604K | Buy |
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|
2018
Q4 | $484K | Buy |
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