VisionPoint Advisory Group’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
$547K Sell
2025
Q2
$670K Buy
2025
Q1
$333K Buy
2024
Q4
$96.8K Hold
2024
Q3
$113K Hold
2024
Q2
$99.7K Sell
2024
Q1
$95.9K Sell
2023
Q4
$96.8K Sell
2023
Q3
$149K Buy
2023
Q2
$94.3K Buy
2021
Q1
Sell
2020
Q4
$520K Sell
2020
Q3
$2.49M Sell
2020
Q2
$3.13M Sell
2020
Q1
$2.99M Buy
2019
Q4
$400K Sell
2019
Q3
$2.8M Buy
2019
Q2
$2.61M Sell
2019
Q1
$2.65M Sell
2018
Q4
$6.55M Buy