Accretive Wealth Partners’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 | $2.03M | Buy |
28,678
+374
| +1% | +$26.5K | 0.67% | 50 |
|
|
2025
Q1 | $2.03M | Buy |
28,304
+4,418
| +18% | +$317K | 0.72% | 43 |
|
|
2024
Q4 | $1.49M | Buy |
23,886
+147
| +0.6% | +$9.15K | 0.63% | 55 |
|
|
2024
Q3 | $1.71M | Sell |
23,739
-2,657
| -10% | -$191K | 0.71% | 46 |
|
|
2024
Q2 | $1.68M | Buy |
26,396
+388
| +1% | +$24.7K | 0.7% | 42 |
|
|
2024
Q1 | $1.62M | Buy |
26,008
+165
| +0.6% | +$10.3K | 0.72% | 43 |
|
|
2023
Q4 | $1.52M | Buy |
25,843
+351
| +1% | +$20.7K | 0.73% | 45 |
|
|
2023
Q3 | $1.43M | Sell |
25,492
-439
| -2% | -$24.6K | 0.85% | 33 |
|
|
2023
Q2 | $1.56M | Buy |
25,931
+446
| +2% | +$26.9K | 0.93% | 31 |
|
|
2023
Q1 | $1.58M | Sell |
25,485
-10
| -0% | -$620 | 1.01% | 27 |
|
|
2022
Q4 | $1.62M | Buy |
25,495
+14
| +0.1% | +$891 | 1.11% | 21 |
|
|
2022
Q3 | $1.43M | Sell |
25,481
-134
| -0.5% | -$7.5K | 1.09% | 29 |
|
|
2022
Q2 | $1.61M | Buy |
25,615
+41
| +0.2% | +$2.58K | 1.17% | 24 |
|
|
2022
Q1 | $1.59M | Buy |
25,574
+2,171
| +9% | +$135K | 1% | 25 |
|
|
2021
Q4 | $1.39M | Buy |
23,403
+951
| +4% | +$56.3K | 0.88% | 36 |
|
|
2021
Q3 | $1.18M | Buy |
22,452
+1,592
| +8% | +$83.5K | 0.83% | 40 |
|
|
2021
Q2 | $1.13M | Buy |
20,860
+3,419
| +20% | +$185K | 0.81% | 46 |
|
|
2021
Q1 | $919K | Buy |
17,441
+1,888
| +12% | +$99.5K | 0.83% | 48 |
|
|
2020
Q4 | $853K | Buy |
+15,553
| New | +$853K | 0.84% | 43 |
|