Marshall Financial Group (Maryland)’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 | $454K | Sell |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $476K | Buy |
|
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|
2024
Q3 | $537K | Buy |
|
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|
2024
Q2 | $474K | Sell |
|
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|
2024
Q1 | $558K | Buy |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.97M | Sell |
|
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|
2023
Q1 | $2.05M | Sell |
|
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.61M | Sell |
|
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.46M | Buy |
|