Summit Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $424K | Sell |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $11K | Buy |
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