O'Brien Wealth Partners’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 | $123K | Buy |
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|
2025
Q1 | $123K | Buy |
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|
2024
Q4 | $106K | Sell |
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|
2024
Q3 | $127K | Sell |
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|
2024
Q2 | $115K | Sell |
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|
2024
Q1 | $122K | Sell |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $163K | Buy |
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|
2023
Q2 | $175K | Buy |
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|
2023
Q1 | $181K | Sell |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $173K | Buy |
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|
2022
Q1 | $176K | Sell |
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|
2021
Q4 | $179K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $290K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $158K | Buy |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $56K | Buy |
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