IVC Wealth Advisors’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 | $794K | Buy |
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|
2025
Q2 | $834K | Buy |
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|
2025
Q1 | $836K | Buy |
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|
2024
Q4 | $701K | Sell |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $821K | Buy |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $717K | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $674K | Sell |
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|
2023
Q1 | $721K | Sell |
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|
2022
Q4 | $741K | Buy |
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|
2022
Q3 | $644K | Sell |
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|
2022
Q2 | $735K | Buy |
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|
2022
Q1 | $717K | Buy |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $547K | Buy |
|