Liberty Wealth Management’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 | $631K | Buy |
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|
2025
Q2 | $653K | Buy |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $631K | Sell |
|
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $389 | Sell |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $313K | Sell |
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|
2020
Q3 | $320K | Buy |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $319K | Buy |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $431K | Sell |
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|
2019
Q1 | $2.26M | Sell |
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|
2018
Q4 | $2.33M | Buy |
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