Accel 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 | $278K | Buy |
3,925
+76
| +2% | +$5.38K | 0.09% | 202 |
|
|
2025
Q1 | $276K | Sell |
3,849
-12
| -0.3% | -$859 | 0.1% | 198 |
|
|
2024
Q4 | $240K | Sell |
3,861
-99
| -3% | -$6.16K | 0.09% | 213 |
|
|
2024
Q3 | $285K | Buy |
3,960
+278
| +8% | +$20K | 0.11% | 192 |
|
|
2024
Q2 | $234K | Buy |
3,682
+316
| +9% | +$20.1K | 0.09% | 199 |
|
|
2024
Q1 | $206K | Buy |
+3,366
| New | +$206K | 0.09% | 212 |
|
|
2023
Q2 | – | Sell |
-2,735
| Closed | -$170K | – | 548 |
|
|
2023
Q1 | $170K | Hold |
2,735
| – | – | 0.07% | 243 |
|
|
2022
Q4 | $174K | Sell |
2,735
-261
| -9% | -$16.6K | 0.08% | 172 |
|
|
2022
Q3 | $170K | Buy |
2,996
+406
| +16% | +$23K | 0.09% | 176 |
|
|
2022
Q2 | $162K | Buy |
2,590
+90
| +4% | +$5.63K | 0.09% | 163 |
|
|
2022
Q1 | $157K | Sell |
2,500
-656
| -21% | -$41.2K | 0.08% | 188 |
|
|
2021
Q4 | $187K | Buy |
3,156
+1,106
| +54% | +$65.5K | 0.09% | 174 |
|
|
2021
Q3 | $108K | Buy |
2,050
+85
| +4% | +$4.48K | 0.07% | 212 |
|
|
2021
Q2 | $106K | Sell |
1,965
-1,400
| -42% | -$75.5K | 0.07% | 229 |
|
|
2021
Q1 | $177K | Sell |
3,365
-145
| -4% | -$7.63K | 0.14% | 151 |
|
|
2020
Q4 | $193K | Buy |
+3,510
| New | +$193K | 0.18% | 124 |
|