William Allan Corp’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 | $745K | Sell |
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|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $857K | Buy |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $791K | Hold |
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|
2024
Q2 | $701K | Sell |
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|
2024
Q1 | $815K | Hold |
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|
2023
Q4 | $785K | Buy |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $807K | Sell |
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|
2022
Q4 | $830K | Sell |
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|
2022
Q3 | $782K | Buy |
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|
2022
Q2 | $821K | Sell |
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|
2022
Q1 | $2.53M | Sell |
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|
2021
Q4 | $2.45M | Buy |
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