New England Capital Financial 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
Q3 | $406K | Buy |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $419K | Hold |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $364K | Buy |
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