Aries 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 | $862K | Sell |
12,190
-218
| -2% | -$15.4K | 0.23% | 101 |
|
|
2025
Q1 | $889K | Buy |
12,408
+200
| +2% | +$14.3K | 0.24% | 93 |
|
|
2024
Q4 | $760K | Hold |
12,208
| – | – | 0.21% | 105 |
|
|
2024
Q3 | $877K | Sell |
12,208
-1,839
| -13% | -$132K | 0.24% | 95 |
|
|
2024
Q2 | $894K | Sell |
14,047
-19
| -0.1% | -$1.21K | 0.28% | 85 |
|
|
2024
Q1 | $861K | Sell |
14,066
-1,500
| -10% | -$91.8K | 0.28% | 88 |
|
|
2023
Q4 | $917K | Sell |
15,566
-1,422
| -8% | -$83.8K | 0.33% | 79 |
|
|
2023
Q3 | $908K | Buy |
16,988
+1,422
| +9% | +$76K | 0.36% | 75 |
|
|
2023
Q2 | $937K | Hold |
15,566
| – | – | 0.36% | 77 |
|
|
2023
Q1 | $966K | Sell |
15,566
-267
| -2% | -$16.6K | 0.4% | 71 |
|
|
2022
Q4 | $1.01M | Sell |
15,833
-100
| -0.6% | -$6.36K | 0.43% | 66 |
|
|
2022
Q3 | $954K | Sell |
15,933
-59
| -0.4% | -$3.53K | 0.42% | 68 |
|
|
2022
Q2 | $1.01M | Buy |
+15,992
| New | +$1.01M | 0.46% | 59 |
|
|
2022
Q1 | – | Sell |
-15,492
| Closed | -$917K | – | 152 |
|
|
2021
Q4 | $917K | Buy |
15,492
+388
| +3% | +$23K | 0.35% | 71 |
|
|
2021
Q3 | $793K | Buy |
15,104
+500
| +3% | +$26.3K | 0.34% | 77 |
|
|
2021
Q2 | $790K | Buy |
14,604
+53
| +0.4% | +$2.87K | 0.34% | 75 |
|
|
2021
Q1 | $772K | Buy |
14,551
+1,730
| +13% | +$91.8K | 0.35% | 71 |
|
|
2020
Q4 | $655K | Hold |
12,821
| – | – | 0.33% | 69 |
|
|
2020
Q3 | $633K | Buy |
12,821
+53
| +0.4% | +$2.62K | 0.36% | 67 |
|
|
2020
Q2 | $570K | Buy |
12,768
+5
| +0% | +$223 | 0.35% | 71 |
|
|
2020
Q1 | $561K | Buy |
12,763
+97
| +0.8% | +$4.26K | 0.43% | 61 |
|
|
2019
Q4 | $692K | Hold |
12,666
| – | – | 0.42% | 63 |
|
|
2019
Q3 | $675K | Sell |
12,666
-50
| -0.4% | -$2.67K | 0.45% | 63 |
|
|
2019
Q2 | $663K | Sell |
12,716
-25
| -0.2% | -$1.3K | 0.46% | 61 |
|
|
2019
Q1 | $597K | Buy |
12,741
+1,561
| +14% | +$73.1K | 0.45% | 61 |
|
|
2018
Q4 | $529K | Hold |
11,180
| – | – | 0.56% | 59 |
|
|
2018
Q3 | $516K | Hold |
11,180
| – | – | 0.46% | 59 |
|
|
2018
Q2 | $521K | Hold |
11,180
| – | – | 0.48% | 61 |
|
|
2018
Q1 | $492K | Hold |
11,180
| – | – | 0.48% | 64 |
|
|
2017
Q4 | $527K | Buy |
+11,180
| New | +$527K | 0.49% | 64 |
|