Integrated Wealth Concepts’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $559K | Buy |
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|
2025
Q2 | $518K | Buy |
|
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $472K | Buy |
|
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|
2024
Q3 | $490K | Sell |
|
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|
2024
Q2 | $443K | Sell |
|
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|
2024
Q1 | $357K | Sell |
|
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|
2023
Q4 | $413K | Buy |
|
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|
2023
Q3 | $283K | Buy |
|
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|
2023
Q2 | $280K | Sell |
|
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|
2023
Q1 | $302K | Buy |
|