Mascoma 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 | $243K | Hold |
|
|||||
|
2025
Q2 | $260K | Hold |
|
|||||
|
2025
Q1 | $263K | Hold |
|
|||||
|
2024
Q4 | $229K | Sell |
|
|||||
|
2024
Q3 | $304K | Hold |
|
|||||
|
2024
Q2 | $269K | Buy |
|
|||||
|
2024
Q1 | $190K | Hold |
|
|||||
|
2023
Q4 | $183K | Sell |
|
|||||
|
2023
Q3 | $177K | Hold |
|
|||||
|
2023
Q2 | $193K | Sell |
|
|||||
|
2023
Q1 | $216K | Hold |
|
|||||
|
2022
Q4 | $214K | Hold |
|
|||||
|
2022
Q3 | $189K | Hold |
|
|||||
|
2022
Q2 | $212K | Hold |
|
|||||
|
2022
Q1 | $209K | Buy |
|
|||||
|
2021
Q4 | $124K | Sell |
|
|||||
|
2021
Q3 | $327K | Hold |
|
|||||
|
2021
Q2 | $337K | Hold |
|
|||||
|
2021
Q1 | $328K | Sell |
|
|||||
|
2020
Q4 | $350K | Buy |
|
|||||
|
2019
Q3 | $428K | Sell |
|
|||||
|
2019
Q2 | $469K | Buy |
|
|||||
|
2019
Q1 | $431K | Sell |
|
|||||
|
2018
Q4 | $438K | Buy |
|
|||||
|
2018
Q3 | $426K | Buy |
|
|||||
|
2018
Q2 | $390K | Buy |
|
|||||
|
2018
Q1 | $381K | Buy |
|
|||||
|
2017
Q4 | $385K | Sell |
|
|||||
|
2017
Q3 | $414K | Buy |
|
|||||
|
2017
Q2 | $401K | Buy |
|
|||||
|
2017
Q1 | $321K | Hold |
|
|||||
|
2016
Q4 | $314K | Buy |
|