9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $769K | Buy |
10,697
+941
| +10% | +$67.6K | 0.11% | 147 |
|
|
2024
Q2 | $621K | Buy |
9,756
+591
| +6% | +$37.6K | 0.1% | 167 |
|
|
2024
Q1 | $561K | Buy |
9,165
+3
| +0% | +$184 | 0.09% | 183 |
|
|
2023
Q4 | $540K | Sell |
9,162
-213
| -2% | -$12.6K | 0.09% | 171 |
|
|
2023
Q3 | $525K | Buy |
9,375
+20
| +0.2% | +$1.12K | 0.1% | 170 |
|
|
2023
Q2 | $563K | Sell |
9,355
-805
| -8% | -$48.5K | 0.11% | 164 |
|
|
2023
Q1 | $630K | Buy |
10,160
+775
| +8% | +$48.1K | 0.13% | 145 |
|
|
2022
Q4 | $597K | Sell |
9,385
-341
| -4% | -$21.7K | 0.13% | 150 |
|
|
2022
Q3 | $545K | Sell |
9,726
-1,180
| -11% | -$66.1K | 0.14% | 160 |
|
|
2022
Q2 | $686K | Buy |
10,906
+10
| +0.1% | +$629 | 0.18% | 139 |
|
|
2022
Q1 | $676K | Buy |
10,896
+949
| +10% | +$58.9K | 0.16% | 150 |
|
|
2021
Q4 | $589K | Buy |
9,947
+502
| +5% | +$29.7K | 0.14% | 166 |
|
|
2021
Q3 | $496K | Buy |
9,445
+1,201
| +15% | +$63.1K | 0.13% | 172 |
|
|
2021
Q2 | $446K | Buy |
8,244
+764
| +10% | +$41.3K | 0.12% | 194 |
|
|
2021
Q1 | $394K | Buy |
7,480
+1,001
| +15% | +$52.7K | 0.12% | 192 |
|
|
2020
Q4 | $355K | Sell |
6,479
-606
| -9% | -$33.2K | 0.12% | 197 |
|
|
2020
Q3 | $341K | Sell |
7,085
-77
| -1% | -$3.71K | 0.13% | 185 |
|
|
2020
Q2 | $320K | Buy |
7,162
+24
| +0.3% | +$1.07K | 0.13% | 190 |
|
|
2020
Q1 | $334K | Sell |
7,138
-1,317
| -16% | -$61.6K | 0.15% | 170 |
|
|
2019
Q4 | $468K | Buy |
8,455
+2,316
| +38% | +$128K | 0.17% | 152 |
|
|
2019
Q3 | $334K | Sell |
6,139
-630
| -9% | -$34.3K | 0.26% | 122 |
|
|
2019
Q2 | $345K | Sell |
6,769
-62
| -0.9% | -$3.16K | 0.28% | 118 |
|
|
2019
Q1 | $320K | Sell |
6,831
-395
| -5% | -$18.5K | 0.27% | 117 |
|
|
2018
Q4 | $342K | Buy |
+7,226
| New | +$342K | 0.33% | 101 |
|