Summit Wealth Partners’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 | $238K | Buy |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $433K | Hold |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $437K | Hold |
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|
2021
Q4 | $417K | Buy |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $365K | Buy |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $346K | Buy |
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|
2020
Q3 | $311K | Buy |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | $272K | Hold |
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|
2019
Q4 | $340K | Buy |
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