Prestige Wealth Management Group’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 | $784K | Sell |
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|
2025
Q1 | $845K | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $782K | Buy |
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|
2024
Q2 | $668K | Buy |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $616K | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $2.47M | Buy |
|
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $362K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $167K | Buy |
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|
2020
Q4 | $174K | Sell |
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|
2020
Q3 | $189K | Buy |
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|
2020
Q2 | $154K | Buy |
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|
2020
Q1 | $145K | Buy |
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|
2019
Q4 | $95K | Buy |
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|
2019
Q3 | $87K | Buy |
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|
2019
Q2 | $75K | Buy |
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|
2019
Q1 | $64K | Sell |
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|
2018
Q4 | $135K | Buy |
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