Adams 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
Q1 | $830K | Sell |
11,584
-488
| -4% | -$35K | 0.16% | 78 |
|
|
2024
Q4 | $751K | Buy |
12,072
+2,429
| +25% | +$151K | 0.14% | 76 |
|
|
2024
Q3 | $693K | Sell |
9,643
-1,703
| -15% | -$122K | 0.15% | 73 |
|
|
2024
Q2 | $722K | Sell |
11,346
-2,239
| -16% | -$143K | 0.17% | 65 |
|
|
2024
Q1 | $831K | Sell |
13,585
-886
| -6% | -$54.2K | 0.2% | 65 |
|
|
2023
Q4 | $853K | Sell |
14,471
-602
| -4% | -$35.5K | 0.25% | 62 |
|
|
2023
Q3 | $844K | Buy |
15,073
+1,128
| +8% | +$63.1K | 0.29% | 60 |
|
|
2023
Q2 | $840K | Buy |
13,945
+365
| +3% | +$22K | 0.26% | 64 |
|
|
2023
Q1 | $842K | Buy |
13,580
+1,431
| +12% | +$88.8K | 0.27% | 67 |
|
|
2022
Q4 | $773K | Buy |
12,149
+1,257
| +12% | +$80K | 0.27% | 56 |
|
|
2022
Q3 | $610K | Sell |
10,892
-1,057
| -9% | -$59.2K | 0.23% | 51 |
|
|
2022
Q2 | $752K | Sell |
11,949
-249
| -2% | -$15.7K | 0.29% | 30 |
|
|
2022
Q1 | $756K | Sell |
12,198
-657
| -5% | -$40.7K | 0.25% | 33 |
|
|
2021
Q4 | $761K | Sell |
12,855
-1,138
| -8% | -$67.4K | 0.22% | 34 |
|
|
2021
Q3 | $734K | Sell |
13,993
-1,957
| -12% | -$103K | 0.28% | 35 |
|
|
2021
Q2 | $863K | Sell |
15,950
-271
| -2% | -$14.7K | 0.37% | 33 |
|
|
2021
Q1 | $855K | Buy |
16,221
+1,106
| +7% | +$58.3K | 0.39% | 34 |
|
|
2020
Q4 | $829K | Sell |
15,115
-640
| -4% | -$35.1K | 0.52% | 26 |
|
|
2020
Q3 | $778K | Sell |
15,755
-642
| -4% | -$31.7K | 0.61% | 26 |
|
|
2020
Q2 | $733K | Buy |
16,397
+452
| +3% | +$20.2K | 0.75% | 31 |
|
|
2020
Q1 | $706K | Buy |
15,945
+1,810
| +13% | +$80.1K | 0.89% | 26 |
|
|
2019
Q4 | $782K | Buy |
+14,135
| New | +$782K | 0.66% | 43 |
|