Worth Asset Management’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
Sell
2025
Q2
$290K Buy
2024
Q4
Sell
2024
Q3
$205K Buy
2023
Q3
Sell
2023
Q2
$13K Hold
2023
Q1
$13.4K Sell
2022
Q4
$27.5K Buy
2022
Q3
$2K Sell
2022
Q2
$9K Sell
2022
Q1
$1.75M Buy