Private 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 | $216K | Sell |
|
|||||
|
2025
Q1 | $219K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $216K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $1.21M | Sell |
|
|||||
|
2018
Q4 | $1.28M | Sell |
|
|||||
|
2018
Q3 | $1.26M | Buy |
|
|||||
|
2018
Q2 | $1.11M | Buy |
|
|||||
|
2018
Q1 | $1.06M | Sell |
|
|||||
|
2017
Q4 | $1.31M | Sell |
|
|||||
|
2017
Q3 | $1.33M | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $224K | Sell |
|
|||||
|
2016
Q2 | $285K | Hold |
|
|||||
|
2016
Q1 | $292K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $1.35M | Sell |
|
|||||
|
2014
Q2 | $2.32M | Sell |
|
|||||
|
2014
Q1 | $2.13M | Buy |
|
|||||
|
2013
Q4 | $2.24M | Sell |
|
|||||
|
2013
Q3 | $2.11M | Sell |
|
|||||
|
2013
Q2 | $2.28M | Buy |
|