Wells Trecaso Financial 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
Q2 | $257K | Buy |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $249K | Buy |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $253K | Sell |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | $228K | Buy |
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|
2018
Q3 | $217K | Buy |
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