Wallace 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 | $485K | Sell |
|
|||||
|
2025
Q2 | $560K | Buy |
|
|||||
|
2025
Q1 | $467K | Sell |
|
|||||
|
2024
Q4 | $540K | Buy |
|
|||||
|
2024
Q3 | $467K | Sell |
|
|||||
|
2024
Q2 | $474K | Buy |
|
|||||
|
2024
Q1 | $420K | Buy |
|
|||||
|
2023
Q4 | $391K | Sell |
|
|||||
|
2023
Q3 | $427K | Buy |
|
|||||
|
2023
Q2 | $402K | Hold |
|
|||||
|
2023
Q1 | $402K | Buy |
|
|||||
|
2022
Q4 | $404K | Buy |
|