True Wealth Design’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 | $28.7K | Sell |
|
|||||
|
2025
Q2 | $33.7K | Sell |
|
|||||
|
2025
Q1 | $34.2K | Buy |
|
|||||
|
2024
Q4 | $25K | Buy |
|
|||||
|
2024
Q3 | $25.6K | Sell |
|
|||||
|
2024
Q2 | $29K | Buy |
|
|||||
|
2024
Q1 | $24K | Buy |
|
|||||
|
2023
Q4 | $6.2K | Hold |
|
|||||
|
2023
Q3 | $5.89K | Sell |
|
|||||
|
2023
Q2 | $12.4K | Sell |
|
|||||
|
2023
Q1 | $15.4K | Buy |
|
|||||
|
2022
Q4 | $8.09K | Buy |
|