Angeles 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 | $1.07M | Sell |
15,119
-138
| -0.9% | -$9.76K | 0.07% | 100 |
|
|
2025
Q1 | $1.09M | Sell |
15,257
-18
| -0.1% | -$1.29K | 0.09% | 85 |
|
|
2024
Q4 | $951K | Buy |
15,275
+1,556
| +11% | +$96.9K | 0.08% | 93 |
|
|
2024
Q3 | $986K | Buy |
13,719
+560
| +4% | +$40.2K | 0.08% | 87 |
|
|
2024
Q2 | $838K | Buy |
13,159
+2,010
| +18% | +$128K | 0.08% | 89 |
|
|
2024
Q1 | $682K | Buy |
11,149
+265
| +2% | +$16.2K | 0.07% | 99 |
|
|
2023
Q4 | $641K | Buy |
10,884
+1,271
| +13% | +$74.9K | 0.08% | 92 |
|
|
2023
Q3 | $538K | Sell |
9,613
-773
| -7% | -$43.3K | 0.08% | 88 |
|
|
2023
Q2 | $625K | Buy |
10,386
+36
| +0.3% | +$2.17K | 0.09% | 95 |
|
|
2023
Q1 | $642K | Buy |
10,350
+147
| +1% | +$9.12K | 0.1% | 98 |
|
|
2022
Q4 | $649K | Sell |
10,203
-2
| -0% | -$127 | 0.11% | 94 |
|
|
2022
Q3 | $572K | Sell |
10,205
-218
| -2% | -$12.2K | 0.11% | 88 |
|
|
2022
Q2 | $656K | Buy |
10,423
+850
| +9% | +$53.5K | 0.13% | 82 |
|
|
2022
Q1 | $594K | Buy |
+9,573
| New | +$594K | 0.11% | 99 |
|