Beam Wealth Advisors’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 | $1.3M | Buy |
18,367
+545
| +3% | +$38.6K | 0.39% | 59 |
|
|
2025
Q1 | $1.28M | Sell |
17,822
-180
| -1% | -$12.9K | 0.43% | 56 |
|
|
2024
Q4 | $1.12M | Buy |
18,002
+1,833
| +11% | +$114K | 0.35% | 57 |
|
|
2024
Q3 | $1.16M | Buy |
16,169
+2,678
| +20% | +$192K | 0.35% | 57 |
|
|
2024
Q2 | $859K | Buy |
13,491
+6,179
| +85% | +$393K | 0.29% | 64 |
|
|
2024
Q1 | $447K | Buy |
7,312
+215
| +3% | +$13.2K | 0.27% | 64 |
|
|
2023
Q4 | $418K | Buy |
7,097
+47
| +0.7% | +$2.77K | 0.27% | 59 |
|
|
2023
Q3 | $395K | Buy |
7,050
+386
| +6% | +$21.6K | 0.28% | 60 |
|
|
2023
Q2 | $401K | Buy |
6,664
+1,508
| +29% | +$90.8K | 0.28% | 62 |
|
|
2023
Q1 | $320K | Sell |
5,156
-16
| -0.3% | -$992 | 0.32% | 72 |
|
|
2022
Q4 | $329K | Buy |
5,172
+230
| +5% | +$14.6K | 0.34% | 66 |
|
|
2022
Q3 | $277K | Buy |
4,942
+340
| +7% | +$19.1K | 0.31% | 79 |
|
|
2022
Q2 | $290K | Buy |
4,602
+400
| +10% | +$25.2K | 0.32% | 79 |
|
|
2022
Q1 | $261K | Buy |
+4,202
| New | +$261K | 0.3% | 72 |
|
|
2020
Q4 | – | Sell |
-4,163
| Closed | -$206K | – | 135 |
|
|
2020
Q3 | $206K | Sell |
4,163
-939
| -18% | -$46.5K | 0.19% | 120 |
|
|
2020
Q2 | $231K | Sell |
5,102
-1,436
| -22% | -$65K | 0.23% | 110 |
|
|
2020
Q1 | $289K | Sell |
6,538
-173
| -3% | -$7.65K | 0.29% | 110 |
|
|
2019
Q4 | $371K | Buy |
+6,711
| New | +$371K | 0.35% | 95 |
|