Wealth Dimensions 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 | $422K | Sell |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $455K | Buy |
|
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|
2024
Q3 | $518K | Sell |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $472K | Sell |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $504K | Buy |
|
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|
2023
Q1 | $485K | Sell |
|
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $405K | Sell |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $243K | Sell |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $271K | Sell |
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|
2020
Q4 | $293K | Buy |
|