Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $317K | Buy |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $271K | Buy |
|