Strait & Sound Wealth Management’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 | $346K | Hold |
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|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $484K | Hold |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $537K | Buy |
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