Optimum Investment 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 | $99.4K | Hold |
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|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $107K | Hold |
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|
2024
Q4 | $93.3K | Hold |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $95.4K | Buy |
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|
2024
Q1 | $89.9K | Buy |
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|
2023
Q4 | $75.9K | Sell |
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|
2023
Q3 | $78.4K | Buy |
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|
2023
Q2 | $78.1K | Hold |
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|
2023
Q1 | $80.5K | Hold |
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|
2022
Q4 | $82.5K | Sell |
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|
2022
Q3 | $129K | Buy |
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $130K | Sell |
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|
2021
Q3 | $148K | Sell |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $333K | Sell |
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|
2020
Q1 | $348K | Sell |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $514K | Buy |
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|
2019
Q2 | $453K | Hold |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $454K | Hold |
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|
2018
Q3 | $443K | Hold |
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|
2018
Q2 | $421K | Sell |
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|
2018
Q1 | $453K | Hold |
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|
2017
Q4 | $479K | Hold |
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|
2017
Q3 | $470K | Hold |
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|
2017
Q2 | $468K | Sell |
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|
2017
Q1 | $464K | Sell |
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|
2016
Q4 | $483K | Sell |
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|
2016
Q3 | $501K | Sell |
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|
2016
Q2 | $579K | Sell |
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|
2016
Q1 | $618K | Sell |
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|
2015
Q4 | $579K | Buy |
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|
2015
Q3 | $509K | Buy |
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|
2015
Q1 | $552K | Sell |
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|
2014
Q4 | $659K | Sell |
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|
2014
Q3 | $875K | Sell |
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|
2014
Q2 | $1.01M | Buy |
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|
2014
Q1 | $754K | Sell |
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|
2013
Q4 | $834K | Buy |
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|
2013
Q3 | $758K | Buy |
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