Long Run 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 | $300K | Sell |
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|
2025
Q2 | $324K | Buy |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $244K | Buy |
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