Axxcess Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
2,189
-161
| -7% | -$18K | 0.01% | 780 |
|
|
2025
Q1 | $317K | Buy |
2,350
+470
| +25% | +$63.5K | 0.01% | 666 |
|
|
2024
Q4 | $237K | Buy |
1,880
+10
| +0.5% | +$1.26K | 0.01% | 750 |
|
|
2024
Q3 | $246K | Buy |
+1,870
| New | +$246K | 0.01% | 760 |
|
|
2022
Q3 | – | Sell |
-12,640
| Closed | -$713K | – | 555 |
|
|
2022
Q2 | $713K | Sell |
12,640
-840
| -6% | -$47.4K | 0.07% | 235 |
|
|
2022
Q1 | $670K | Buy |
+13,480
| New | +$670K | 0.05% | 293 |
|