Beaird Harris 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 | $145K | Buy |
2,046
+303
| +17% | +$21.4K | 0.01% | 148 |
|
|
2025
Q1 | $125K | Sell |
1,743
-675
| -28% | -$48.3K | 0.01% | 147 |
|
|
2024
Q4 | $151K | Buy |
2,418
+9
| +0.4% | +$560 | 0.01% | 141 |
|
|
2024
Q3 | $173K | Buy |
2,409
+880
| +58% | +$63.2K | 0.02% | 140 |
|
|
2024
Q2 | $97.3K | Buy |
1,529
+130
| +9% | +$8.28K | 0.01% | 165 |
|
|
2024
Q1 | $85.6K | Buy |
1,399
+740
| +112% | +$45.3K | 0.01% | 165 |
|
|
2023
Q4 | $38.9K | Buy |
659
+9
| +1% | +$531 | ﹤0.01% | 204 |
|
|
2023
Q3 | $36.4K | Buy |
650
+49
| +8% | +$2.74K | ﹤0.01% | 193 |
|
|
2023
Q2 | $36.2K | Buy |
601
+4
| +0.7% | +$241 | ﹤0.01% | 187 |
|
|
2023
Q1 | $37K | Sell |
597
-127
| -18% | -$7.87K | 0.01% | 185 |
|
|
2022
Q4 | $46K | Buy |
724
+136
| +23% | +$8.65K | 0.01% | 183 |
|
|
2022
Q3 | $33K | Buy |
588
+4
| +0.7% | +$224 | 0.01% | 192 |
|
|
2022
Q2 | $37K | Sell |
584
-1,525
| -72% | -$96.6K | 0.01% | 157 |
|
|
2022
Q1 | $131K | Buy |
2,109
+129
| +7% | +$8.01K | 0.05% | 109 |
|
|
2021
Q4 | $117K | Buy |
+1,980
| New | +$117K | 0.04% | 150 |
|