Schwarz Dygos Wheeler Investment Advisors’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 | $367K | Hold |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $409K | Hold |
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|
2022
Q4 | $420K | Hold |
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $463K | Hold |
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|
2021
Q4 | $442K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $404K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $368K | Sell |
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|
2020
Q2 | $338K | Sell |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $436K | Sell |
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|
2019
Q2 | $423K | Sell |
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|
2019
Q1 | $403K | Sell |
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|
2018
Q4 | $549K | Buy |
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