Wescott Financial Advisory 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 | $502K | Buy |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $421K | Buy |
|
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|
2024
Q3 | $442K | Sell |
|
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|
2024
Q2 | $393K | Buy |
|
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|
2024
Q1 | $375K | Sell |
|
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|
2023
Q4 | $369K | Hold |
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|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $377K | Sell |
|
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|
2023
Q1 | $407K | Buy |
|
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $340K | Buy |
|
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $318K | Buy |
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|
2020
Q4 | $326K | Buy |
|