Apexium 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 | $854K | Buy |
12,012
+168
| +1% | +$11.9K | 0.05% | 137 |
|
|
2025
Q1 | $852K | Buy |
11,844
+993
| +9% | +$71.4K | 0.05% | 133 |
|
|
2024
Q4 | $676K | Buy |
10,851
+2,652
| +32% | +$165K | 0.04% | 138 |
|
|
2024
Q3 | $591K | Buy |
8,199
+383
| +5% | +$27.6K | 0.04% | 128 |
|
|
2024
Q2 | $499K | Sell |
7,816
-217
| -3% | -$13.9K | 0.04% | 140 |
|
|
2024
Q1 | $493K | Sell |
8,033
-10,120
| -56% | -$621K | 0.04% | 143 |
|
|
2023
Q4 | $1.07M | Buy |
18,153
+8,291
| +84% | +$489K | 0.08% | 109 |
|
|
2023
Q3 | $554K | Sell |
9,862
-325
| -3% | -$18.3K | 0.06% | 123 |
|
|
2023
Q2 | $615K | Buy |
10,187
+1
| +0% | +$60 | 0.05% | 122 |
|
|
2023
Q1 | $632K | Hold |
10,186
| – | – | 0.06% | 115 |
|
|
2022
Q4 | $648K | Hold |
10,186
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $571K | Buy |
10,186
+3,410
| +50% | +$191K | 0.07% | 108 |
|
|
2022
Q2 | $426K | Buy |
6,776
+1,656
| +32% | +$104K | 0.25% | 61 |
|
|
2022
Q1 | $304K | Hold |
5,120
| – | – | 0.16% | 73 |
|
|
2021
Q4 | $303K | Buy |
5,120
+46
| +0.9% | +$2.72K | 0.16% | 75 |
|
|
2021
Q3 | $266K | Sell |
5,074
-233
| -4% | -$12.2K | 0.15% | 76 |
|
|
2021
Q2 | $284K | Buy |
5,307
+400
| +8% | +$21.4K | 0.18% | 64 |
|
|
2021
Q1 | $259K | Hold |
4,907
| – | – | 0.19% | 62 |
|
|
2020
Q4 | $269K | Hold |
4,907
| – | – | 0.21% | 60 |
|
|
2020
Q3 | $242K | Buy |
4,907
+92
| +2% | +$4.54K | 0.2% | 61 |
|
|
2020
Q2 | $215K | Hold |
4,815
| – | – | 0.19% | 62 |
|
|
2020
Q1 | $213K | Sell |
4,815
-618
| -11% | -$27.3K | 0.28% | 53 |
|
|
2019
Q4 | $301K | Buy |
+5,433
| New | +$301K | 0.39% | 48 |
|
|
2018
Q4 | $204K | Buy |
+4,298
| New | +$204K | 1.96% | 13 |
|