Journey Strategic Wealth’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 | $2.01M | Buy |
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|
2025
Q1 | $826K | Buy |
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|
2024
Q4 | $661K | Sell |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $752K | Buy |
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|
2022
Q4 | $712K | Sell |
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|
2022
Q3 | $667K | Buy |
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|
2022
Q2 | $510K | Sell |
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|
2022
Q1 | $604K | Buy |
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|
2021
Q4 | $552K | Buy |
|