Affiance Financial’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 | $201K | Sell |
2,839
-155
| -5% | -$11K | 0.04% | 101 |
|
|
2025
Q1 | $214K | Buy |
+2,994
| New | +$214K | 0.05% | 96 |
|
|
2024
Q4 | – | Sell |
-3,548
| Closed | -$255K | – | 103 |
|
|
2024
Q3 | $255K | Hold |
3,548
| – | – | 0.06% | 90 |
|
|
2024
Q2 | $226K | Buy |
+3,548
| New | +$226K | 0.06% | 92 |
|
|
2023
Q1 | – | Sell |
-2,979
| Closed | -$189K | – | 275 |
|
|
2022
Q4 | $189K | Buy |
+2,979
| New | +$189K | 0.08% | 101 |
|
|
2017
Q1 | – | Sell |
-4,998
| Closed | -$207K | – | 85 |
|
|
2016
Q4 | $207K | Sell |
4,998
-670
| -12% | -$27.7K | 0.17% | 81 |
|
|
2016
Q3 | $240K | Sell |
5,668
-204
| -3% | -$8.64K | 0.2% | 75 |
|
|
2016
Q2 | $266K | Buy |
5,872
+324
| +6% | +$14.7K | 0.23% | 72 |
|
|
2016
Q1 | $257K | Hold |
5,548
| – | – | 0.25% | 73 |
|
|
2015
Q4 | $238K | Hold |
5,548
| – | – | 0.24% | 74 |
|
|
2015
Q3 | $223K | Sell |
5,548
-462
| -8% | -$18.6K | 0.28% | 77 |
|
|
2015
Q2 | $236K | Hold |
6,010
| – | – | 0.3% | 81 |
|
|
2015
Q1 | $244K | Sell |
6,010
-9,250
| -61% | -$376K | 0.37% | 77 |
|
|
2014
Q4 | $644K | Buy |
+15,260
| New | +$644K | 1.13% | 22 |
|