Oxler Private 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
Q3
$326K Sell
2025
Q2
$1.17M Sell
2025
Q1
$1.29M Buy
2024
Q4
$1.11M Sell
2024
Q3
$1.29M Sell
2024
Q2
$1.17M Buy
2024
Q1
$1.12M Buy
2023
Q4
$334K Sell
2023
Q3
$901K Buy
2023
Q2
$962K Buy
2023
Q1
$984K Hold
2022
Q4
$1.01M Buy
2022
Q3
$876K Buy
2022
Q2
$976K Buy
2022
Q1
$955K Hold
2021
Q4
$912K Buy
2021
Q3
$802K Hold
2021
Q2
$827K Sell
2021
Q1
$811K Sell
2020
Q4
$866K Buy