44 Wealth Management’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 | $3.29M | Sell |
46,440
-1,291
| -3% | -$91.3K | 1.16% | 9 |
|
|
2025
Q1 | $3.42M | Buy |
47,731
+1,940
| +4% | +$139K | 1.28% | 12 |
|
|
2024
Q4 | $2.85M | Sell |
45,791
-1,380
| -3% | -$85.9K | 1.1% | 17 |
|
|
2024
Q3 | $3.21M | Buy |
+47,171
| New | +$3.21M | 1.13% | 14 |
|
|
2023
Q2 | $3.97M | Sell |
65,984
-1,724
| -3% | -$104K | 1.36% | 19 |
|
|
2023
Q1 | $4.2M | Buy |
67,708
+2,538
| +4% | +$157K | 1.42% | 17 |
|
|
2022
Q4 | $4.15M | Buy |
65,170
+6,697
| +11% | +$426K | 1.43% | 16 |
|
|
2022
Q3 | $3.28M | Sell |
58,473
-363
| -0.6% | -$20.3K | 1.35% | 17 |
|
|
2022
Q2 | $3.7M | Buy |
58,836
+2,675
| +5% | +$168K | 1.43% | 16 |
|
|
2022
Q1 | $3.48M | Buy |
56,161
+460
| +0.8% | +$28.5K | 1.26% | 16 |
|
|
2021
Q4 | $3.3M | Sell |
55,701
-2,157
| -4% | -$128K | 1.14% | 18 |
|
|
2021
Q3 | $3.04M | Buy |
57,858
+3,334
| +6% | +$175K | 1.16% | 18 |
|
|
2021
Q2 | $2.95M | Buy |
54,524
+8,007
| +17% | +$433K | 1.13% | 16 |
|
|
2021
Q1 | $2.45M | Buy |
46,517
+7,300
| +19% | +$385K | 1.03% | 23 |
|
|
2020
Q4 | $2.15M | Buy |
+39,217
| New | +$2.15M | 0.98% | 26 |
|