Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $266K | Sell |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $365K | Buy |
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