Apriem Advisors’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 | $206K | Buy |
+2,907
| New | +$206K | 0.02% | 182 |
|
|
2025
Q1 | – | Sell |
-3,248
| Closed | -$202K | – | 186 |
|
|
2024
Q4 | $202K | Buy |
3,248
+348
| +12% | +$21.7K | 0.02% | 181 |
|
|
2024
Q3 | $208K | Buy |
+2,900
| New | +$208K | 0.02% | 169 |
|
|
2024
Q1 | – | Sell |
-4,692
| Closed | -$277K | – | 173 |
|
|
2023
Q4 | $277K | Buy |
4,692
+157
| +3% | +$9.25K | 0.04% | 126 |
|
|
2023
Q3 | $254K | Buy |
4,535
+10
| +0.2% | +$560 | 0.04% | 124 |
|
|
2023
Q2 | $272K | Sell |
4,525
-1,414
| -24% | -$85.1K | 0.04% | 119 |
|
|
2023
Q1 | $368K | Buy |
+5,939
| New | +$368K | 0.06% | 110 |
|
|
2018
Q3 | – | Sell |
-1,518
| Closed | -$67K | – | 266 |
|
|
2018
Q2 | $67K | Buy |
+1,518
| New | +$67K | 0.02% | 216 |
|
|
2017
Q2 | – | Sell |
-1,830
| Closed | -$78K | – | 352 |
|
|
2017
Q1 | $78K | Sell |
1,830
-103
| -5% | -$4.39K | 0.02% | 192 |
|
|
2016
Q4 | $80K | Buy |
1,933
+197
| +11% | +$8.15K | 0.02% | 183 |
|
|
2016
Q3 | $73K | Sell |
1,736
-77
| -4% | -$3.24K | 0.02% | 191 |
|
|
2016
Q2 | $82K | Buy |
1,813
+103
| +6% | +$4.66K | 0.03% | 177 |
|
|
2016
Q1 | $79K | Sell |
1,710
-69
| -4% | -$3.19K | 0.03% | 154 |
|
|
2015
Q4 | $76K | Buy |
1,779
+7
| +0.4% | +$299 | 0.03% | 160 |
|
|
2015
Q3 | $71K | Buy |
1,772
+4
| +0.2% | +$160 | 0.03% | 164 |
|
|
2015
Q2 | $69K | Buy |
1,768
+1,203
| +213% | +$47K | 0.02% | 178 |
|
|
2015
Q1 | $23K | Sell |
565
-251
| -31% | -$10.2K | 0.01% | 299 |
|
|
2014
Q4 | $34K | Buy |
816
+6
| +0.7% | +$250 | 0.01% | 235 |
|
|
2014
Q3 | $35K | Buy |
810
+254
| +46% | +$11K | 0.01% | 247 |
|
|
2014
Q2 | $24K | Buy |
556
+3
| +0.5% | +$129 | 0.01% | 260 |
|
|
2014
Q1 | $21K | Hold |
553
| – | – | 0.01% | 297 |
|
|
2013
Q4 | $23K | Buy |
553
+403
| +269% | +$16.8K | 0.01% | 279 |
|
|
2013
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 390 |
|