Aveo Capital Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,293
| Closed | -$454K | – | 269 |
|
|
2024
Q4 | $454K | Sell |
7,293
-681
| -9% | -$42.4K | 0.05% | 221 |
|
|
2024
Q3 | $573K | Sell |
7,974
-448
| -5% | -$32.2K | 0.06% | 184 |
|
|
2024
Q2 | $536K | Sell |
8,422
-1,472
| -15% | -$93.7K | 0.06% | 181 |
|
|
2024
Q1 | $615K | Buy |
9,894
+185
| +2% | +$11.5K | 0.07% | 189 |
|
|
2023
Q4 | $572K | Buy |
9,709
+1,182
| +14% | +$69.7K | 0.07% | 189 |
|
|
2023
Q3 | $477K | Sell |
8,527
-1,075
| -11% | -$60.2K | 0.06% | 202 |
|
|
2023
Q2 | $578K | Buy |
9,602
+1,184
| +14% | +$71.3K | 0.07% | 186 |
|
|
2023
Q1 | $522K | Buy |
8,418
+503
| +6% | +$31.2K | 0.07% | 186 |
|
|
2022
Q4 | $503K | Buy |
7,915
+119
| +2% | +$7.57K | 0.08% | 187 |
|
|
2022
Q3 | $437K | Buy |
7,796
+316
| +4% | +$17.7K | 0.08% | 176 |
|
|
2022
Q2 | $471K | Buy |
7,480
+151
| +2% | +$9.51K | 0.08% | 181 |
|
|
2022
Q1 | $454K | Sell |
7,329
-779
| -10% | -$48.3K | 0.08% | 187 |
|
|
2021
Q4 | $480K | Buy |
8,108
+594
| +8% | +$35.2K | 0.09% | 178 |
|
|
2021
Q3 | $394K | Sell |
7,514
-106
| -1% | -$5.56K | 0.08% | 180 |
|
|
2021
Q2 | $412K | Buy |
7,620
+62
| +0.8% | +$3.35K | 0.09% | 178 |
|
|
2021
Q1 | $398K | Buy |
+7,558
| New | +$398K | 0.1% | 161 |
|
|
2018
Q3 | – | Sell |
-5,188
| Closed | -$228K | – | 150 |
|
|
2018
Q2 | $228K | Sell |
5,188
-2,274
| -30% | -$99.9K | 0.1% | 125 |
|
|
2018
Q1 | $324K | Buy |
7,462
+2,083
| +39% | +$90.4K | 0.14% | 100 |
|
|
2017
Q4 | $247K | Hold |
5,379
| – | – | 0.08% | 120 |
|
|
2017
Q3 | $242K | Hold |
5,379
| – | – | 0.08% | 110 |
|
|
2017
Q2 | $241K | Buy |
5,379
+521
| +11% | +$23.3K | 0.08% | 101 |
|
|
2017
Q1 | $206K | Sell |
4,858
-12,294
| -72% | -$521K | 0.08% | 117 |
|
|
2016
Q4 | $711K | Buy |
+17,152
| New | +$711K | 0.2% | 76 |
|