Strategic Wealth Investment 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 | $227K | Hold |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $982K | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $6.97M | Buy |
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|
2023
Q4 | $14.7M | Buy |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $12.3M | Buy |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $8.84M | Buy |
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|
2022
Q3 | $7.1M | Buy |
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|
2022
Q2 | $7.48M | Sell |
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|
2022
Q1 | $9.12M | Buy |
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|
2021
Q4 | $7.74M | Buy |
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|
2021
Q3 | $6.01M | Buy |
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|
2021
Q2 | $5.07M | Buy |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $3.05M | Buy |
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|
2020
Q3 | $2.36M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.8M | Buy |
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