Avior 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 | $1.36M | Buy |
19,236
+378
| +2% | +$26.7K | 0.05% | 232 |
|
|
2025
Q1 | $1.35M | Sell |
18,858
-2,617
| -12% | -$187K | 0.05% | 223 |
|
|
2024
Q4 | $1.34M | Buy |
21,475
+691
| +3% | +$43K | 0.05% | 234 |
|
|
2024
Q3 | $1.49M | Buy |
20,784
+180
| +0.9% | +$12.9K | 0.06% | 216 |
|
|
2024
Q2 | $1.31M | Sell |
20,604
-6,073
| -23% | -$387K | 0.06% | 222 |
|
|
2024
Q1 | $1.63M | Buy |
26,677
+2,681
| +11% | +$164K | 0.08% | 187 |
|
|
2023
Q4 | $1.41M | Sell |
23,996
-830
| -3% | -$48.9K | 0.09% | 157 |
|
|
2023
Q3 | $1.39M | Sell |
24,826
-1,747
| -7% | -$97.8K | 0.09% | 150 |
|
|
2023
Q2 | $1.6M | Buy |
26,573
+324
| +1% | +$19.5K | 0.1% | 145 |
|
|
2023
Q1 | $1.63M | Buy |
26,249
+2,371
| +10% | +$147K | 0.11% | 141 |
|
|
2022
Q4 | $1.52M | Sell |
23,878
-194
| -0.8% | -$12.3K | 0.11% | 139 |
|
|
2022
Q3 | $1.35M | Buy |
24,072
+325
| +1% | +$18.2K | 0.11% | 137 |
|
|
2022
Q2 | $1.49M | Sell |
23,747
-327
| -1% | -$20.6K | 0.15% | 113 |
|
|
2022
Q1 | $1.49M | Hold |
24,074
| – | – | 0.13% | 127 |
|
|
2021
Q4 | $1.43M | Buy |
24,074
+15,725
| +188% | +$931K | 0.12% | 140 |
|
|
2021
Q3 | $438K | Buy |
8,349
+9
| +0.1% | +$472 | 0.04% | 336 |
|
|
2021
Q2 | $451K | Sell |
8,340
-30
| -0.4% | -$1.62K | 0.05% | 318 |
|
|
2021
Q1 | $441K | Sell |
8,370
-110
| -1% | -$5.8K | 0.05% | 312 |
|
|
2020
Q4 | $465K | Buy |
8,480
+378
| +5% | +$20.7K | 0.06% | 288 |
|
|
2020
Q3 | $400K | Sell |
8,102
-163
| -2% | -$8.05K | 0.06% | 285 |
|
|
2020
Q2 | $369K | Buy |
8,265
+558
| +7% | +$24.9K | 0.06% | 295 |
|
|
2020
Q1 | $341K | Sell |
7,707
-12,787
| -62% | -$566K | 0.07% | 256 |
|
|
2019
Q4 | $1.13M | Buy |
20,494
+295
| +1% | +$16.3K | 0.18% | 125 |
|
|
2019
Q3 | $1.1M | Buy |
20,199
+376
| +2% | +$20.4K | 0.19% | 117 |
|
|
2019
Q2 | $1.01M | Buy |
19,823
+1,488
| +8% | +$75.7K | 0.18% | 123 |
|
|
2019
Q1 | $858K | Buy |
18,335
+200
| +1% | +$9.36K | 0.18% | 124 |
|
|
2018
Q4 | $858K | Sell |
18,135
-181
| -1% | -$8.56K | 0.21% | 104 |
|
|
2018
Q3 | $846K | Buy |
18,316
+1
| +0% | +$46 | 0.18% | 117 |
|
|
2018
Q2 | $804K | Buy |
18,315
+541
| +3% | +$23.7K | 0.18% | 116 |
|
|
2018
Q1 | $772K | Sell |
17,774
-3,358
| -16% | -$146K | 0.18% | 123 |
|
|
2017
Q4 | $969K | Buy |
21,132
+15,169
| +254% | +$696K | 0.22% | 107 |
|
|
2017
Q3 | $268K | Buy |
5,963
+267
| +5% | +$12K | 0.09% | 126 |
|
|
2017
Q2 | $256K | Hold |
5,696
| – | – | 0.1% | 108 |
|
|
2017
Q1 | $242K | Buy |
5,696
+4,347
| +322% | +$185K | 0.08% | 135 |
|
|
2016
Q4 | $57K | Sell |
1,349
-165
| -11% | -$6.97K | 0.02% | 203 |
|
|
2016
Q3 | $65K | Buy |
1,514
+51
| +3% | +$2.19K | 0.03% | 203 |
|
|
2016
Q2 | $66K | Buy |
1,463
+168
| +13% | +$7.58K | 0.03% | 186 |
|
|
2016
Q1 | $60K | Sell |
1,295
-955
| -42% | -$44.2K | 0.03% | 193 |
|
|
2015
Q4 | $97K | Buy |
2,250
+3
| +0.1% | +$129 | 0.05% | 142 |
|
|
2015
Q3 | $90K | Buy |
2,247
+211
| +10% | +$8.45K | 0.05% | 138 |
|
|
2015
Q2 | $80K | Buy |
2,036
+600
| +42% | +$23.6K | 0.06% | 107 |
|
|
2015
Q1 | $58K | Buy |
1,436
+392
| +38% | +$15.8K | 0.04% | 125 |
|
|
2014
Q4 | $44K | Buy |
1,044
+372
| +55% | +$15.7K | 0.04% | 140 |
|
|
2014
Q3 | $29K | Sell |
672
-274
| -29% | -$11.8K | 0.02% | 166 |
|
|
2014
Q2 | $40K | Buy |
946
+27
| +3% | +$1.14K | 0.03% | 147 |
|
|
2014
Q1 | $36K | Buy |
+919
| New | +$36K | 0.03% | 149 |
|