Winthrop 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 | $312K | Buy |
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|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $285K | Sell |
|
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|
2024
Q3 | $344K | Sell |
|
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|
2024
Q2 | $303K | Buy |
|
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|
2024
Q1 | $242K | Buy |
|
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|
2023
Q4 | $229K | Sell |
|
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $237K | Buy |
|
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|
2023
Q1 | $227K | Sell |
|
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $285K | Buy |
|