Monograph 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
Q2 | $629K | Buy |
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|
2025
Q1 | $631K | Sell |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $633K | Hold |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | $567K | Buy |
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|
2023
Q3 | $539K | Buy |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $494K | Hold |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $561K | Buy |
|