West 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
Q3 | $70.6K | Sell |
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|
2025
Q2 | $83.4K | Hold |
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|
2025
Q1 | $84.4K | Hold |
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|
2024
Q4 | $73.4K | Buy |
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|
2024
Q3 | $8.19K | Hold |
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|
2024
Q2 | $7.26K | Hold |
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|
2024
Q1 | $6.97K | Hold |
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|
2023
Q4 | $6.72K | Hold |
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|
2023
Q3 | $6.38K | Hold |
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|
2023
Q2 | $6.87K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $40K | Hold |
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|
2020
Q4 | $41K | Buy |
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