AllSquare 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
Q2 | $106K | Hold |
1,496
| – | – | 0.06% | 148 |
|
|
2025
Q1 | $107K | Hold |
1,496
| – | – | 0.06% | 145 |
|
|
2024
Q4 | $93.1K | Hold |
1,496
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $108K | Hold |
1,496
| – | – | 0.06% | 145 |
|
|
2024
Q2 | $95.2K | Hold |
1,496
| – | – | 0.06% | 147 |
|
|
2024
Q1 | $91.5K | Hold |
1,496
| – | – | 0.05% | 159 |
|
|
2023
Q4 | $88.2K | Hold |
1,496
| – | – | 0.05% | 161 |
|
|
2023
Q3 | $83.7K | Hold |
1,496
| – | – | 0.05% | 157 |
|
|
2023
Q2 | $89.4K | Hold |
1,496
| – | – | 0.06% | 151 |
|
|
2023
Q1 | $92.8K | Hold |
1,496
| – | – | 0.06% | 147 |
|
|
2022
Q4 | $95.2K | Hold |
1,496
| – | – | 0.07% | 140 |
|
|
2022
Q3 | $84K | Hold |
1,496
| – | – | 0.06% | 140 |
|
|
2022
Q2 | $94K | Hold |
1,496
| – | – | 0.06% | 136 |
|
|
2022
Q1 | $93K | Hold |
1,496
| – | – | 0.06% | 157 |
|
|
2021
Q4 | $89K | Buy |
1,496
+100
| +7% | +$5.95K | 0.05% | 166 |
|
|
2021
Q3 | $73K | Hold |
1,396
| – | – | 0.04% | 185 |
|
|
2021
Q2 | $76K | Hold |
1,396
| – | – | 0.04% | 188 |
|
|
2021
Q1 | $74K | Hold |
1,396
| – | – | 0.05% | 176 |
|
|
2020
Q4 | $77K | Hold |
1,396
| – | – | 0.05% | 163 |
|
|
2020
Q3 | $69K | Hold |
1,396
| – | – | 0.05% | 157 |
|
|
2020
Q2 | $62K | Hold |
1,396
| – | – | 0.05% | 159 |
|
|
2020
Q1 | $62K | Hold |
1,396
| – | – | 0.05% | 144 |
|
|
2019
Q4 | $77K | Hold |
1,396
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $76K | Hold |
1,396
| – | – | 0.06% | 147 |
|
|
2019
Q2 | $71K | Hold |
1,396
| – | – | 0.05% | 152 |
|
|
2019
Q1 | $65K | Hold |
1,396
| – | – | 0.05% | 157 |
|
|
2018
Q4 | $66K | Hold |
1,396
| – | – | 0.05% | 142 |
|
|
2018
Q3 | $64K | Hold |
1,396
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $61K | Buy |
1,396
+240
| +21% | +$10.5K | 0.05% | 159 |
|
|
2018
Q1 | $50K | Hold |
1,156
| – | – | 0.04% | 146 |
|
|
2017
Q4 | $53K | Hold |
1,156
| – | – | 0.04% | 141 |
|
|
2017
Q3 | $52K | Buy |
+1,156
| New | +$52K | 0.04% | 137 |
|
|
2017
Q2 | – | Sell |
-1,156
| Closed | -$49K | – | 300 |
|
|
2017
Q1 | $49K | Sell |
1,156
-1,535
| -57% | -$65.1K | 0.04% | 133 |
|
|
2016
Q4 | $112K | Sell |
2,691
-145
| -5% | -$6.04K | 0.1% | 88 |
|
|
2016
Q3 | $120K | Sell |
2,836
-157
| -5% | -$6.64K | 0.12% | 73 |
|
|
2016
Q2 | $136K | Buy |
2,993
+1
| +0% | +$45 | 0.14% | 63 |
|
|
2016
Q1 | $139K | Sell |
2,992
-76
| -2% | -$3.53K | 0.14% | 61 |
|
|
2015
Q4 | $132K | Buy |
3,068
+4
| +0.1% | +$172 | 0.13% | 62 |
|
|
2015
Q3 | $123K | Sell |
3,064
-293
| -9% | -$11.8K | 0.13% | 62 |
|
|
2015
Q2 | $132K | Buy |
3,357
+1
| +0% | +$39 | 0.12% | 69 |
|
|
2015
Q1 | $136K | Buy |
3,356
+47
| +1% | +$1.91K | 0.13% | 66 |
|
|
2014
Q4 | $140K | Buy |
+3,309
| New | +$140K | 0.14% | 63 |
|