WMG 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 | $202K | Sell |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $215K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $254K | Buy |
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