TriaGen 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 | $224K | Sell |
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|
2025
Q2 | $271K | Buy |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $241K | Buy |
|
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|
2024
Q3 | $278K | Sell |
|
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|
2024
Q2 | $273K | Buy |
|
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $354K | Sell |
|
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|
2023
Q1 | $372K | Buy |
|
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $367K | Buy |
|