TruWealth 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 | $269K | Buy |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $291K | Sell |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $245K | Buy |
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