180 Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
7,391
-218
| -3% | -$15.4K | 0.07% | 239 |
|
|
2025
Q1 | $545K | Sell |
7,609
-299
| -4% | -$21.4K | 0.09% | 214 |
|
|
2024
Q4 | $492K | Sell |
7,908
-100
| -1% | -$6.23K | 0.08% | 229 |
|
|
2024
Q3 | $575K | Sell |
8,008
-173
| -2% | -$12.4K | 0.09% | 205 |
|
|
2024
Q2 | $516K | Buy |
8,181
+146
| +2% | +$9.21K | 0.08% | 213 |
|
|
2024
Q1 | $492K | Sell |
8,035
-170
| -2% | -$10.4K | 0.09% | 210 |
|
|
2023
Q4 | $491K | Buy |
8,205
+701
| +9% | +$41.9K | 0.1% | 203 |
|
|
2023
Q3 | $420K | Sell |
7,504
-282
| -4% | -$15.8K | 0.09% | 209 |
|
|
2023
Q2 | $472K | Sell |
7,786
-999
| -11% | -$60.5K | 0.1% | 195 |
|
|
2023
Q1 | $545K | Sell |
8,785
-200
| -2% | -$12.4K | 0.13% | 173 |
|
|
2022
Q4 | $546K | Buy |
8,985
+238
| +3% | +$14.5K | 0.13% | 174 |
|
|
2022
Q3 | $490K | Buy |
8,747
+538
| +7% | +$30.1K | 0.13% | 147 |
|
|
2022
Q2 | $528K | Sell |
8,209
-37
| -0.4% | -$2.38K | 0.13% | 148 |
|
|
2022
Q1 | $537K | Sell |
8,246
-220
| -3% | -$14.3K | 0.12% | 166 |
|
|
2021
Q4 | $512K | Sell |
8,466
-519
| -6% | -$31.4K | 0.11% | 170 |
|
|
2021
Q3 | $489K | Sell |
8,985
-85
| -0.9% | -$4.63K | 0.11% | 180 |
|
|
2021
Q2 | $515K | Sell |
9,070
-354
| -4% | -$20.1K | 0.12% | 169 |
|
|
2021
Q1 | $515K | Sell |
9,424
-5,120
| -35% | -$280K | 0.13% | 158 |
|
|
2020
Q4 | $706K | Buy |
14,544
+2,274
| +19% | +$110K | 0.2% | 117 |
|
|
2020
Q3 | $617K | Buy |
12,270
+454
| +4% | +$22.8K | 0.23% | 99 |
|
|
2020
Q2 | $553K | Sell |
11,816
-2,111
| -15% | -$98.8K | 0.22% | 103 |
|
|
2020
Q1 | $612K | Buy |
13,927
+1,230
| +10% | +$54.1K | 0.32% | 83 |
|
|
2019
Q4 | $720K | Sell |
12,697
-457
| -3% | -$25.9K | 0.29% | 93 |
|
|
2019
Q3 | $701K | Sell |
13,154
-1,864
| -12% | -$99.3K | 0.31% | 88 |
|
|
2019
Q2 | $781K | Sell |
15,018
-581
| -4% | -$30.2K | 0.35% | 81 |
|
|
2019
Q1 | $749K | Sell |
15,599
-3,374
| -18% | -$162K | 0.34% | 81 |
|
|
2018
Q4 | $876K | Sell |
18,973
-623
| -3% | -$28.8K | 0.41% | 72 |
|
|
2018
Q3 | $905K | Sell |
19,596
-2,080
| -10% | -$96.1K | 0.42% | 66 |
|
|
2018
Q2 | $951K | Sell |
21,676
-2,804
| -11% | -$123K | 0.47% | 62 |
|
|
2018
Q1 | $1.06M | Sell |
24,480
-2,033
| -8% | -$88K | 0.55% | 53 |
|
|
2017
Q4 | $1.22M | Buy |
+26,513
| New | +$1.22M | 0.62% | 51 |
|