JFS 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
Q2 | $2.02M | Buy |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $774K | Sell |
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|
2022
Q3 | $806K | Sell |
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|
2022
Q2 | $943K | Buy |
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|
2022
Q1 | $921K | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $940K | Buy |
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|
2021
Q1 | $895K | Hold |
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|
2020
Q4 | $931K | Buy |
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|
2020
Q3 | $833K | Buy |
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|
2020
Q2 | $753K | Sell |
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|
2020
Q1 | $781K | Buy |
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|
2019
Q4 | $942K | Buy |
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|
2019
Q3 | $911K | Buy |
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|
2019
Q2 | $823K | Buy |
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|
2019
Q1 | $758K | Hold |
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|
2018
Q4 | $765K | Sell |
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|
2018
Q3 | $755K | Sell |
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|
2018
Q2 | $717K | Buy |
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|
2018
Q1 | $707K | Sell |
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|
2017
Q4 | $760K | Buy |
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|
2017
Q3 | $740K | Sell |
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|
2017
Q2 | $764K | Buy |
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|
2017
Q1 | $707K | Hold |
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|
2016
Q4 | $707K | Buy |
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|
2016
Q3 | $721K | Buy |
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|
2016
Q2 | $772K | Sell |
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|
2016
Q1 | $792K | Buy |
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|
2015
Q4 | $732K | Buy |
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|
2015
Q3 | $683K | Sell |
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|
2015
Q2 | $683K | Sell |
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|
2015
Q1 | $752K | Hold |
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|
2014
Q4 | $783K | Buy |
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|
2014
Q3 | $753K | Hold |
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|
2014
Q2 | $747K | Sell |
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|
2014
Q1 | $688K | Buy |
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|
2013
Q4 | $729K | Sell |
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|
2013
Q3 | $680K | Buy |
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|
2013
Q2 | $696K | Buy |
|