Sound View Wealth Advisors 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
$8.11M Sell
2025
Q1
$8.47M Sell
2024
Q4
$7.5M Buy
2024
Q3
$8.39M Buy
2024
Q2
$7.17M Sell
2024
Q1
$7.65M Sell
2023
Q4
$7.52M Sell
2023
Q3
$7.16M Buy
2023
Q2
$7.49M Sell
2023
Q1
$7.85M Sell
2022
Q4
$7.52M Buy
2022
Q3
$4.96M Sell
2022
Q2
$5.7M Sell
2022
Q1
$5.95M Buy
2021
Q4
$5.67M Buy
2021
Q3
$5.01M Buy
2021
Q2
$5.14M Sell
2021
Q1
$5.68M Sell
2020
Q4
$5.98M Sell
2020
Q3
$5.44M Sell
2020
Q2
$5.08M Buy
2020
Q1
$4.88M Buy
2019
Q4
$6.09M Sell
2019
Q3
$6.29M Sell
2019
Q2
$8.68M Buy