BCGM 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 | $318K | Buy |
4,500
+23
| +0.5% | +$1.63K | 0.09% | 132 |
|
|
2025
Q1 | $321K | Hold |
4,477
| – | – | 0.1% | 128 |
|
|
2024
Q4 | $279K | Buy |
4,477
+143
| +3% | +$8.9K | 0.09% | 134 |
|
|
2024
Q3 | $311K | Buy |
4,334
+21
| +0.5% | +$1.51K | 0.1% | 128 |
|
|
2024
Q2 | $274K | Buy |
4,313
+354
| +9% | +$22.5K | 0.1% | 129 |
|
|
2024
Q1 | $242K | Hold |
3,959
| – | – | 0.09% | 134 |
|
|
2023
Q4 | $233K | Buy |
3,959
+38
| +1% | +$2.24K | 0.1% | 122 |
|
|
2023
Q3 | $220K | Buy |
3,921
+18
| +0.5% | +$1.01K | 0.1% | 115 |
|
|
2023
Q2 | $235K | Buy |
+3,903
| New | +$235K | 0.1% | 111 |
|
|
2023
Q1 | – | Sell |
-3,887
| Closed | -$247K | – | 106 |
|
|
2022
Q4 | $247K | Buy |
3,887
+14
| +0.4% | +$890 | 0.12% | 100 |
|
|
2022
Q3 | $228K | Sell |
3,873
-135
| -3% | -$7.95K | 0.11% | 101 |
|
|
2022
Q2 | $257K | Buy |
4,008
+13
| +0.3% | +$834 | 0.13% | 90 |
|
|
2022
Q1 | $258K | Buy |
3,995
+14
| +0.4% | +$904 | 0.14% | 93 |
|
|
2021
Q4 | $236K | Buy |
3,981
+14
| +0.4% | +$830 | 0.13% | 99 |
|
|
2021
Q3 | $224K | Buy |
3,967
+13
| +0.3% | +$734 | 0.12% | 93 |
|
|
2021
Q2 | $226K | Sell |
3,954
-58
| -1% | -$3.32K | 0.13% | 92 |
|
|
2021
Q1 | $217K | Buy |
4,012
+13
| +0.3% | +$703 | 0.15% | 90 |
|
|
2020
Q4 | $203K | Buy |
+3,999
| New | +$203K | 0.14% | 93 |
|