Paragon Private Wealth Management’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 | $443K | Buy |
|
|||||
|
2025
Q2 | $385K | Buy |
|
|||||
|
2025
Q1 | $343K | Buy |
|
|||||
|
2024
Q4 | $263K | Buy |
|
|||||
|
2024
Q3 | $271K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $220K | Buy |
|
|||||
|
2023
Q4 | $207K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $206K | Hold |
|
|||||
|
2022
Q4 | $211K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $212K | Hold |
|
|||||
|
2022
Q1 | $212K | Buy |
|