Wealth Architects’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
Q2 | $427K | Sell |
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|
2025
Q1 | $433K | Sell |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $477K | Sell |
|
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|
2024
Q2 | $427K | Buy |
|
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|
2024
Q1 | $404K | Sell |
|
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|
2023
Q4 | $398K | Buy |
|
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|
2023
Q3 | $377K | Sell |
|
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $439K | Sell |
|
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|
2022
Q4 | $466K | Sell |
|
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $572K | Sell |
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|
2022
Q1 | $575K | Buy |
|
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $456K | Buy |
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|
2021
Q2 | $447K | Buy |
|
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $409K | Buy |
|
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|
2020
Q3 | $365K | Buy |
|
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|
2020
Q2 | $294K | Buy |
|
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|
2020
Q1 | $249K | Buy |
|
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|
2019
Q4 | $305K | Sell |
|
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|
2019
Q3 | $374K | Sell |
|
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|
2019
Q2 | $355K | Buy |
|
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|
2019
Q1 | $280K | Sell |
|
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|
2018
Q4 | $333K | Sell |
|
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|
2018
Q3 | $334K | Buy |
|
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|
2018
Q2 | $221K | Buy |
|
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|
2018
Q1 | $204K | Sell |
|
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|
2017
Q4 | $423K | Sell |
|
|||||
|
2017
Q3 | $417K | Sell |
|
|||||
|
2017
Q2 | $427K | Sell |
|
|||||
|
2017
Q1 | $413K | Buy |
|
|||||
|
2016
Q4 | $398K | Sell |
|
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|
2016
Q3 | $415K | Sell |
|
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|
2016
Q2 | $490K | Buy |
|
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|
2016
Q1 | $399K | Sell |
|
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|
2015
Q4 | $372K | Sell |
|
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|
2015
Q3 | $363K | Buy |
|
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|
2015
Q2 | $349K | Sell |
|
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|
2015
Q1 | $369K | Sell |
|
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|
2014
Q4 | $400K | Buy |
|