SFMG Wealth 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 | $751K | Sell |
|
|||||
|
2025
Q1 | $905K | Buy |
|
|||||
|
2024
Q4 | $780K | Buy |
|
|||||
|
2024
Q3 | $689K | Buy |
|
|||||
|
2024
Q2 | $607K | Sell |
|
|||||
|
2024
Q1 | $591K | Sell |
|
|||||
|
2023
Q4 | $649K | Sell |
|
|||||
|
2023
Q3 | $779K | Sell |
|
|||||
|
2023
Q2 | $860K | Sell |
|
|||||
|
2023
Q1 | $1.08M | Buy |
|
|||||
|
2022
Q4 | $1.08M | Sell |
|
|||||
|
2022
Q3 | $979K | Buy |
|
|||||
|
2022
Q2 | $1.08M | Buy |
|
|||||
|
2022
Q1 | $1.02M | Sell |
|
|||||
|
2021
Q4 | $987K | Buy |
|
|||||
|
2021
Q3 | $599K | Buy |
|
|||||
|
2021
Q2 | $591K | Buy |
|
|||||
|
2021
Q1 | $574K | Sell |
|
|||||
|
2020
Q4 | $1.53M | Buy |
|
|||||
|
2020
Q3 | $1.04M | Buy |
|
|||||
|
2020
Q2 | $939K | Buy |
|
|||||
|
2020
Q1 | $505K | Sell |
|
|||||
|
2019
Q4 | $678K | Sell |
|
|||||
|
2019
Q3 | $729K | Sell |
|
|||||
|
2019
Q2 | $1.01M | Buy |
|
|||||
|
2019
Q1 | $512K | Hold |
|
|||||
|
2018
Q4 | $517K | Buy |
|
|||||
|
2018
Q3 | $509K | Sell |
|
|||||
|
2018
Q2 | $483K | Sell |
|
|||||
|
2018
Q1 | $505K | Buy |
|
|||||
|
2017
Q4 | $498K | Sell |
|
|||||
|
2017
Q3 | $489K | Buy |
|
|||||
|
2017
Q2 | $487K | Sell |
|
|||||
|
2017
Q1 | $487K | Buy |
|
|||||
|
2016
Q4 | $466K | Sell |
|
|||||
|
2016
Q3 | $477K | Buy |
|
|||||
|
2016
Q2 | $501K | Buy |
|
|||||
|
2016
Q1 | $363K | Buy |
|
|||||
|
2015
Q4 | $310K | Sell |
|
|||||
|
2015
Q3 | $309K | Sell |
|
|||||
|
2015
Q2 | $329K | Sell |
|
|||||
|
2015
Q1 | $824K | Buy |
|
|||||
|
2014
Q4 | $352K | Buy |
|
|||||
|
2014
Q3 | $355K | Buy |
|
|||||
|
2014
Q2 | $315K | Buy |
|
|||||
|
2014
Q1 | $287K | Hold |
|
|||||
|
2013
Q4 | $307K | Buy |
|
|||||
|
2013
Q3 | $281K | Sell |
|
|||||
|
2013
Q2 | $298K | Buy |
|