Ashton Thomas Private Wealth’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 | $5.45M | Sell |
76,479
-10,402
| -12% | -$742K | 0.19% | 126 |
|
|
2025
Q1 | $6.27M | Buy |
86,881
+2,706
| +3% | +$195K | 0.24% | 107 |
|
|
2024
Q4 | $5.24M | Buy |
84,175
+9,455
| +13% | +$589K | 0.2% | 122 |
|
|
2024
Q3 | $5.37M | Sell |
74,720
-1,671
| -2% | -$120K | 0.28% | 91 |
|
|
2024
Q2 | $4.86M | Buy |
76,391
+794
| +1% | +$50.5K | 0.27% | 92 |
|
|
2024
Q1 | $4.63M | Buy |
75,597
+7,213
| +11% | +$441K | 0.26% | 103 |
|
|
2023
Q4 | $4.03M | Buy |
68,384
+488
| +0.7% | +$28.8K | 0.25% | 111 |
|
|
2023
Q3 | $3.8M | Buy |
67,896
+1,549
| +2% | +$86.7K | 0.28% | 98 |
|
|
2023
Q2 | $4M | Buy |
66,347
+4,309
| +7% | +$259K | 0.31% | 85 |
|
|
2023
Q1 | $3.85M | Buy |
62,038
+58
| +0.1% | +$3.6K | 0.34% | 76 |
|
|
2022
Q4 | $3.94M | Sell |
61,980
-11,157
| -15% | -$710K | 0.39% | 68 |
|
|
2022
Q3 | $4.1M | Buy |
73,137
+12,766
| +21% | +$715K | 0.46% | 50 |
|
|
2022
Q2 | $3.8M | Buy |
60,371
+2,600
| +5% | +$164K | 0.41% | 65 |
|
|
2022
Q1 | $3.58M | Buy |
57,771
+18,313
| +46% | +$1.14M | 0.31% | 87 |
|
|
2021
Q4 | $2.34M | Buy |
39,458
+22,526
| +133% | +$1.33M | 0.23% | 117 |
|
|
2021
Q3 | $888K | Buy |
16,932
+2,029
| +14% | +$106K | 0.13% | 177 |
|
|
2021
Q2 | $806K | Sell |
14,903
-13
| -0.1% | -$703 | 0.12% | 185 |
|
|
2021
Q1 | $786K | Buy |
14,916
+563
| +4% | +$29.7K | 0.13% | 181 |
|
|
2020
Q4 | $787K | Buy |
14,353
+1,100
| +8% | +$60.3K | 0.15% | 174 |
|
|
2020
Q3 | $654K | Buy |
13,253
+128
| +1% | +$6.32K | 0.16% | 151 |
|
|
2020
Q2 | $586K | Buy |
13,125
+6,094
| +87% | +$272K | 0.17% | 147 |
|
|
2020
Q1 | $311K | Buy |
+7,031
| New | +$311K | 0.13% | 162 |
|
|
2019
Q4 | – | Sell |
-16,808
| Closed | -$915K | – | 236 |
|
|
2019
Q3 | $915K | Sell |
16,808
-15,455
| -48% | -$841K | 0.38% | 71 |
|
|
2019
Q2 | $1.64M | Buy |
32,263
+4,923
| +18% | +$251K | 0.63% | 42 |
|
|
2019
Q1 | $1.28M | Buy |
+27,340
| New | +$1.28M | 0.53% | 50 |
|