Wellspring Financial Advisors’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 | $205K | Buy |
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|
2025
Q1 | $190K | Sell |
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|
2024
Q4 | $171K | Buy |
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|
2024
Q3 | $180K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $212K | Buy |
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