SlateStone Wealth’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
Q3 | $7.39M | Buy |
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|
2025
Q2 | $7.88M | Buy |
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|
2025
Q1 | $7.9M | Sell |
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|
2024
Q4 | $6.91M | Buy |
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|
2024
Q3 | $6.49M | Buy |
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|
2024
Q2 | $3.23M | Sell |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $473K | Buy |
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|
2019
Q3 | $407K | Buy |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $315K | Buy |
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