Wealth Management Associates’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 | $381K | Buy |
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|
2025
Q2 | $380K | Sell |
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|
2025
Q1 | $426K | Hold |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $370K | Hold |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $259K | Sell |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $351K | Sell |
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|
2019
Q3 | $350K | Buy |
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|
2019
Q2 | $205K | Buy |
|