Arbor Trust Wealth 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 | $789K | Sell |
11,074
-1,426
| -11% | -$102K | 0.39% | 53 |
|
|
2025
Q1 | $902K | Sell |
12,500
-576
| -4% | -$41.5K | 0.42% | 52 |
|
|
2024
Q4 | $814K | Sell |
13,076
-32
| -0.2% | -$1.99K | 0.38% | 54 |
|
|
2024
Q3 | $841K | Hold |
13,108
| – | – | 0.44% | 52 |
|
|
2024
Q2 | $841K | Sell |
13,108
-458
| -3% | -$29.4K | 0.44% | 52 |
|
|
2024
Q1 | $799K | Buy |
13,566
+550
| +4% | +$32.4K | 0.44% | 53 |
|
|
2023
Q4 | $767K | Sell |
13,016
-22
| -0.2% | -$1.3K | 0.46% | 51 |
|
|
2023
Q3 | $736K | Buy |
13,038
+225
| +2% | +$12.7K | 0.48% | 48 |
|
|
2023
Q2 | $777K | Sell |
12,813
-862
| -6% | -$52.3K | 0.49% | 48 |
|
|
2023
Q1 | $855K | Buy |
13,675
+799
| +6% | +$49.9K | 0.56% | 43 |
|
|
2022
Q4 | $819K | Sell |
12,876
-47
| -0.4% | -$2.99K | 0.57% | 42 |
|
|
2022
Q3 | $732K | Sell |
12,923
-328
| -2% | -$18.6K | 0.56% | 43 |
|
|
2022
Q2 | $839K | Buy |
13,251
+979
| +8% | +$62K | 0.59% | 41 |
|
|
2022
Q1 | $766K | Sell |
12,272
-708
| -5% | -$44.2K | 0.46% | 50 |
|
|
2021
Q4 | $769K | Hold |
12,980
| – | – | 0.44% | 52 |
|
|
2021
Q3 | $687K | Sell |
12,980
-100
| -0.8% | -$5.29K | 0.43% | 55 |
|
|
2021
Q2 | $713K | Buy |
13,080
+300
| +2% | +$16.4K | 0.45% | 53 |
|
|
2021
Q1 | $677K | Buy |
12,780
+225
| +2% | +$11.9K | 0.45% | 51 |
|
|
2020
Q4 | $689K | Sell |
12,555
-653
| -5% | -$35.8K | 0.5% | 49 |
|
|
2020
Q3 | $657K | Sell |
13,208
-121
| -0.9% | -$6.02K | 0.57% | 43 |
|
|
2020
Q2 | $601K | Buy |
13,329
+300
| +2% | +$13.5K | 0.54% | 46 |
|
|
2020
Q1 | $582K | Sell |
13,029
-405
| -3% | -$18.1K | 0.62% | 44 |
|
|
2019
Q4 | $744K | Buy |
+13,434
| New | +$744K | 0.64% | 44 |
|