Morton Brown Family Wealth’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
Q4 | $5.94K | Buy |
|
|||||
|
2025
Q3 | $3.65K | Hold |
|
|||||
|
2025
Q2 | $3.89K | Hold |
|
|||||
|
2025
Q1 | $3.94K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $3.24K | Sell |
|
|||||
|
2023
Q3 | $6.61K | Hold |
|
|||||
|
2023
Q2 | $7.11K | Sell |
|
|||||
|
2023
Q1 | $9.93K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $6K | Buy |
|