Measured Wealth Private Client Group’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
Q2 | $223K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $284K | Sell |
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|
2019
Q1 | $685K | Buy |
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|
2018
Q4 | $529K | Sell |
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|
2018
Q3 | $526K | Buy |
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|
2018
Q2 | $300K | Buy |
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|
2017
Q3 | $91K | Buy |
|