Austin 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 | $566K | Buy |
7,996
+964
| +14% | +$68.2K | 0.04% | 168 |
|
|
2025
Q1 | $504K | Buy |
7,032
+325
| +5% | +$23.3K | 0.05% | 161 |
|
|
2024
Q4 | $418K | Buy |
6,707
+2,089
| +45% | +$130K | 0.04% | 163 |
|
|
2024
Q3 | $332K | Sell |
4,618
-50
| -1% | -$3.59K | 0.03% | 172 |
|
|
2024
Q2 | $297K | Sell |
4,668
-48
| -1% | -$3.06K | 0.03% | 177 |
|
|
2024
Q1 | $282K | Buy |
4,716
+505
| +12% | +$30.2K | 0.03% | 185 |
|
|
2023
Q4 | $248K | Sell |
4,211
-225
| -5% | -$13.3K | 0.03% | 176 |
|
|
2023
Q3 | $248K | Buy |
4,436
+283
| +7% | +$15.8K | 0.04% | 141 |
|
|
2023
Q2 | $250K | Buy |
4,153
+181
| +5% | +$10.9K | 0.04% | 136 |
|
|
2023
Q1 | $246K | Buy |
3,972
+321
| +9% | +$19.9K | 0.04% | 128 |
|
|
2022
Q4 | $232K | Sell |
3,651
-53
| -1% | -$3.37K | 0.04% | 136 |
|
|
2022
Q3 | $207K | Buy |
3,704
+220
| +6% | +$12.3K | 0.04% | 116 |
|
|
2022
Q2 | $219K | Buy |
3,484
+223
| +7% | +$14K | 0.05% | 118 |
|
|
2022
Q1 | $202K | Buy |
+3,261
| New | +$202K | 0.04% | 124 |
|