Integrated Wealth Concepts’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 | $8.54M | Buy |
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|
2025
Q1 | $8.47M | Sell |
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|
2024
Q4 | $7.5M | Buy |
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|
2024
Q3 | $8.08M | Sell |
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|
2024
Q2 | $7.64M | Buy |
|
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|
2024
Q1 | $7.16M | Buy |
|
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|
2023
Q4 | $6.35M | Sell |
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|
2023
Q3 | $6.28M | Sell |
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|
2023
Q2 | $7.37M | Buy |
|
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|
2023
Q1 | $7.14M | Buy |
|
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|
2022
Q4 | $6.74M | Buy |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $6.41M | Buy |
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|
2022
Q1 | $5.61M | Buy |
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|
2021
Q4 | $5.12M | Buy |
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|
2021
Q3 | $4.16M | Buy |
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|
2021
Q2 | $3.94M | Buy |
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|
2021
Q1 | $3.54M | Buy |
|
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q3 | $1.93M | Buy |
|
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $1.93M | Buy |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $777K | Buy |
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|
2018
Q4 | $604K | Buy |
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|
2018
Q3 | $466K | Sell |
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|
2018
Q2 | $474K | Buy |
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|
2018
Q1 | $431K | Buy |
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|
2017
Q4 | $441K | Buy |
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