Acima Private Wealth’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 | $646K | Buy |
9,132
+6,087
| +200% | +$431K | 0.22% | 64 |
|
|
2025
Q1 | $218K | Hold |
3,045
| – | – | 0.08% | 111 |
|
|
2024
Q4 | $190K | Hold |
3,045
| – | – | 0.06% | 119 |
|
|
2024
Q3 | $219K | Hold |
3,045
| – | – | 0.07% | 117 |
|
|
2024
Q2 | $194K | Hold |
3,045
| – | – | 0.07% | 118 |
|
|
2024
Q1 | $186K | Hold |
3,045
| – | – | 0.07% | 122 |
|
|
2023
Q4 | $179K | Hold |
3,045
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $170K | Hold |
3,045
| – | – | 0.08% | 134 |
|
|
2023
Q2 | $183K | Hold |
3,045
| – | – | 0.09% | 133 |
|
|
2023
Q1 | $189K | Hold |
3,045
| – | – | 0.09% | 130 |
|
|
2022
Q4 | $194K | Hold |
3,045
| – | – | 0.1% | 126 |
|
|
2022
Q3 | $171K | Hold |
3,045
| – | – | 0.09% | 123 |
|
|
2022
Q2 | $192K | Hold |
3,045
| – | – | 0.1% | 121 |
|
|
2022
Q1 | $189K | Hold |
3,045
| – | – | 0.09% | 133 |
|
|
2021
Q4 | $180K | Hold |
3,045
| – | – | 0.08% | 134 |
|
|
2021
Q3 | $160K | Sell |
3,045
-50
| -2% | -$2.63K | 0.07% | 134 |
|
|
2021
Q2 | $167K | Hold |
3,095
| – | – | 0.08% | 132 |
|
|
2021
Q1 | $163K | Hold |
3,095
| – | – | 0.08% | 131 |
|
|
2020
Q4 | $170K | Hold |
3,095
| – | – | 0.09% | 125 |
|
|
2020
Q3 | $153K | Hold |
3,095
| – | – | 0.09% | 120 |
|
|
2020
Q2 | $138K | Hold |
3,095
| – | – | 0.09% | 131 |
|
|
2020
Q1 | $137K | Hold |
3,095
| – | – | 0.11% | 133 |
|
|
2019
Q4 | $171K | Buy |
3,095
+683
| +28% | +$37.7K | 0.12% | 146 |
|
|
2019
Q3 | $131K | Hold |
2,412
| – | – | 0.1% | 150 |
|
|
2019
Q2 | $123K | Hold |
2,412
| – | – | 0.1% | 147 |
|
|
2019
Q1 | $113K | Hold |
2,412
| – | – | 0.1% | 146 |
|
|
2018
Q4 | $114K | Buy |
+2,412
| New | +$114K | 0.11% | 143 |
|