TrueWealth 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 | $348K | Buy |
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|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $371K | Buy |
|
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|
2024
Q2 | $315K | Buy |
|
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $251K | Buy |
|