Acorn Wealth Advisors’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 | $354K | Sell |
5,003
-118
| -2% | -$8.35K | 0.13% | 154 |
|
|
2025
Q1 | $367K | Buy |
5,121
+6
| +0.1% | +$430 | 0.15% | 135 |
|
|
2024
Q4 | $318K | Sell |
5,115
-59
| -1% | -$3.67K | 0.13% | 152 |
|
|
2024
Q3 | $372K | Sell |
5,174
-239
| -4% | -$17.2K | 0.16% | 132 |
|
|
2024
Q2 | $345K | Buy |
5,413
+91
| +2% | +$5.79K | 0.17% | 128 |
|
|
2024
Q1 | $326K | Buy |
5,322
+456
| +9% | +$27.9K | 0.17% | 130 |
|
|
2023
Q4 | $287K | Sell |
4,866
-187
| -4% | -$11K | 0.17% | 133 |
|
|
2023
Q3 | $283K | Sell |
5,053
-10
| -0.2% | -$560 | 0.19% | 124 |
|
|
2023
Q2 | $305K | Buy |
5,063
+99
| +2% | +$5.96K | 0.21% | 117 |
|
|
2023
Q1 | $308K | Hold |
4,964
| – | – | 0.23% | 106 |
|
|
2022
Q4 | $316K | Sell |
4,964
-166
| -3% | -$10.6K | 0.24% | 99 |
|
|
2022
Q3 | $287K | Buy |
5,130
+289
| +6% | +$16.2K | 0.24% | 104 |
|
|
2022
Q2 | $305K | Buy |
4,841
+344
| +8% | +$21.7K | 0.24% | 111 |
|
|
2022
Q1 | $279K | Buy |
4,497
+47
| +1% | +$2.92K | 0.19% | 134 |
|
|
2021
Q4 | $263K | Buy |
4,450
+10
| +0.2% | +$591 | 0.17% | 141 |
|
|
2021
Q3 | $233K | Buy |
4,440
+28
| +0.6% | +$1.47K | 0.16% | 148 |
|
|
2021
Q2 | $239K | Buy |
4,412
+75
| +2% | +$4.06K | 0.17% | 146 |
|
|
2021
Q1 | $229K | Sell |
4,337
-82
| -2% | -$4.33K | 0.16% | 140 |
|
|
2020
Q4 | $242K | Sell |
4,419
-57
| -1% | -$3.12K | 0.19% | 126 |
|
|
2020
Q3 | $221K | Sell |
4,476
-473
| -10% | -$23.4K | 0.19% | 111 |
|
|
2020
Q2 | $221K | Buy |
4,949
+82
| +2% | +$3.66K | 0.21% | 103 |
|
|
2020
Q1 | $224K | Buy |
4,867
+563
| +13% | +$25.9K | 0.25% | 86 |
|
|
2019
Q4 | $234K | Sell |
4,304
-43
| -1% | -$2.34K | 0.2% | 105 |
|
|
2019
Q3 | $228K | Sell |
4,347
-142
| -3% | -$7.45K | 0.2% | 105 |
|
|
2019
Q2 | $240K | Sell |
4,489
-192
| -4% | -$10.3K | 0.22% | 101 |
|
|
2019
Q1 | $220K | Sell |
4,681
-226
| -5% | -$10.6K | 0.2% | 113 |
|
|
2018
Q4 | $229K | Sell |
4,907
-108
| -2% | -$5.04K | 0.23% | 96 |
|
|
2018
Q3 | $238K | Buy |
5,015
+2
| +0% | +$95 | 0.23% | 101 |
|
|
2018
Q2 | $219K | Sell |
5,013
-1,012
| -17% | -$44.2K | 0.19% | 102 |
|
|
2018
Q1 | $261K | Sell |
6,025
-77
| -1% | -$3.34K | 0.23% | 90 |
|
|
2017
Q4 | $281K | Buy |
+6,102
| New | +$281K | 0.26% | 78 |
|