Axxcess 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 | $9.98M | Sell |
140,991
-1,391
| -1% | -$98.4K | 0.23% | 82 |
|
|
2025
Q1 | $10.2M | Buy |
142,382
+2,354
| +2% | +$169K | 0.27% | 74 |
|
|
2024
Q4 | $8.72M | Sell |
140,028
-3,073
| -2% | -$191K | 0.21% | 85 |
|
|
2024
Q3 | $10.3M | Sell |
143,101
-18,373
| -11% | -$1.32M | 0.25% | 69 |
|
|
2024
Q2 | $10.3M | Sell |
161,474
-16,512
| -9% | -$1.05M | 0.27% | 70 |
|
|
2024
Q1 | $10.9M | Buy |
177,986
+3,926
| +2% | +$240K | 0.3% | 66 |
|
|
2023
Q4 | $10.3M | Buy |
174,060
+39,613
| +29% | +$2.33M | 0.3% | 76 |
|
|
2023
Q3 | $7.53M | Buy |
134,447
+92,440
| +220% | +$5.17M | 0.26% | 79 |
|
|
2023
Q2 | $2.53M | Sell |
42,007
-32,624
| -44% | -$1.96M | 0.18% | 107 |
|
|
2023
Q1 | $4.63M | Sell |
74,631
-1,021
| -1% | -$63.3K | 0.35% | 65 |
|
|
2022
Q4 | $4.81M | Buy |
75,652
+34,524
| +84% | +$2.2M | 0.4% | 54 |
|
|
2022
Q3 | $2.3M | Sell |
41,128
-301
| -0.7% | -$16.9K | 0.22% | 91 |
|
|
2022
Q2 | $2.61M | Buy |
41,429
+1,553
| +4% | +$97.7K | 0.24% | 87 |
|
|
2022
Q1 | $2.47M | Buy |
39,876
+8,015
| +25% | +$497K | 0.19% | 98 |
|
|
2021
Q4 | $1.89M | Buy |
+31,861
| New | +$1.89M | 0.14% | 127 |
|