Wealthspire Advisors (New York)’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 | $20.8M | Buy |
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|
2025
Q1 | $21M | Buy |
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|
2024
Q4 | $9.05M | Buy |
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|
2024
Q3 | $9.98M | Sell |
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|
2024
Q2 | $9.12M | Sell |
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|
2024
Q1 | $8.85M | Buy |
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|
2023
Q4 | $8.15M | Sell |
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|
2023
Q3 | $8.21M | Buy |
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|
2023
Q2 | $8.24M | Sell |
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|
2023
Q1 | $8.5M | Sell |
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|
2022
Q4 | $9.52M | Buy |
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|
2022
Q3 | $7.84M | Buy |
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|
2022
Q2 | $6.65M | Buy |
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|
2022
Q1 | $5.68M | Sell |
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|
2021
Q4 | $6.74M | Buy |
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|
2021
Q3 | $5.47M | Buy |
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|
2021
Q2 | $4.61M | Sell |
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|
2021
Q1 | $6.98M | Buy |
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|
2020
Q4 | $6.4M | Buy |
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|
2020
Q3 | $1.38M | Buy |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $5.78M | Buy |
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|
2019
Q4 | $842K | Buy |
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|
2019
Q3 | $642K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $209K | Buy |
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