JTC Employer Solutions Trustee’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 | $221K | Hold |
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|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $212K | Hold |
|
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|
2024
Q1 | $203K | Hold |
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|
2023
Q4 | $196K | Hold |
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|
2023
Q3 | $187K | Hold |
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|
2023
Q2 | $200K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $212K | Hold |
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|
2022
Q3 | $187K | Buy |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $215K | Buy |
|