Bell & Brown 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 | $3.2M | Buy |
45,285
+452
| +1% | +$32K | 1.15% | 35 |
|
|
2025
Q1 | $3.21M | Buy |
44,833
+793
| +2% | +$56.8K | 1.25% | 35 |
|
|
2024
Q4 | $2.74M | Buy |
44,040
+1,977
| +5% | +$123K | 1.02% | 37 |
|
|
2024
Q3 | $3.02M | Buy |
42,063
+292
| +0.7% | +$21K | 1.18% | 36 |
|
|
2024
Q2 | $2.66M | Buy |
41,771
+3,020
| +8% | +$192K | 1.02% | 34 |
|
|
2024
Q1 | $2.37M | Buy |
38,751
+1,129
| +3% | +$69.1K | 1.01% | 40 |
|
|
2023
Q4 | $2.22M | Buy |
+37,622
| New | +$2.22M | 1.03% | 40 |
|
|
2023
Q2 | $2.21M | Sell |
36,703
-10
| -0% | -$602 | 1.11% | 41 |
|
|
2023
Q1 | $2.28M | Sell |
36,713
-482
| -1% | -$29.9K | 1.21% | 40 |
|
|
2022
Q4 | $2.37M | Buy |
37,195
+679
| +2% | +$43.2K | 1.3% | 35 |
|
|
2022
Q3 | $2.05M | Sell |
36,516
-16
| -0% | -$896 | 1.26% | 34 |
|
|
2022
Q2 | $2.3M | Sell |
36,532
-271
| -0.7% | -$17.1K | 1.23% | 32 |
|
|
2022
Q1 | $2.28M | Buy |
36,803
+457
| +1% | +$28.3K | 1.03% | 40 |
|
|
2021
Q4 | $2.23M | Buy |
36,346
+2,834
| +8% | +$174K | 1.08% | 41 |
|
|
2021
Q3 | $1.76M | Buy |
+33,512
| New | +$1.76M | 0.95% | 44 |
|
|
2020
Q3 | $1.32M | Buy |
26,365
+2,323
| +10% | +$116K | 0.95% | 41 |
|
|
2020
Q2 | $1.13M | Buy |
24,042
+1,109
| +5% | +$52.3K | 0.89% | 40 |
|
|
2020
Q1 | $1.05M | Buy |
22,933
+723
| +3% | +$33K | 0.97% | 38 |
|
|
2019
Q4 | $1.26M | Buy |
22,210
+205
| +0.9% | +$11.7K | 0.94% | 41 |
|
|
2019
Q3 | $1.19M | Buy |
22,005
+551
| +3% | +$29.9K | 0.98% | 42 |
|
|
2019
Q2 | $1.09M | Sell |
21,454
-358
| -2% | -$18.2K | 0.96% | 44 |
|
|
2019
Q1 | $1.02M | Buy |
21,812
+1,128
| +5% | +$52.9K | 0.93% | 46 |
|
|
2018
Q4 | $979K | Buy |
20,684
+143
| +0.7% | +$6.77K | 1.05% | 41 |
|
|
2018
Q3 | $984K | Buy |
20,541
+750
| +4% | +$35.9K | 0.91% | 46 |
|
|
2018
Q2 | $868K | Buy |
19,791
+276
| +1% | +$12.1K | 0.86% | 49 |
|
|
2018
Q1 | $832K | Buy |
19,515
+798
| +4% | +$34K | 0.88% | 48 |
|
|
2017
Q4 | $859K | Buy |
+18,717
| New | +$859K | 0.89% | 48 |
|