Sage Private Wealth 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 | – | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $447K | Sell |
|
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $496K | Sell |
|
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $488K | Sell |
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|
2022
Q2 | $551K | Sell |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $469K | Buy |
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|
2020
Q4 | $447K | Buy |
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