Bell Investment 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 | $210K | Buy |
2,967
+438
| +17% | +$31K | 0.04% | 114 |
|
|
2025
Q1 | $181K | Sell |
2,529
-297
| -11% | -$21.3K | 0.03% | 113 |
|
|
2024
Q4 | $176K | Buy |
2,826
+260
| +10% | +$16.2K | 0.03% | 114 |
|
|
2024
Q3 | $184K | Sell |
2,566
-1,194
| -32% | -$85.8K | 0.03% | 109 |
|
|
2024
Q2 | $239K | Sell |
3,760
-192
| -5% | -$12.2K | 0.05% | 96 |
|
|
2024
Q1 | $242K | Buy |
3,952
+396
| +11% | +$24.2K | 0.05% | 92 |
|
|
2023
Q4 | $210K | Sell |
3,556
-443
| -11% | -$26.1K | 0.04% | 90 |
|
|
2023
Q3 | $224K | Buy |
3,999
+406
| +11% | +$22.7K | 0.05% | 87 |
|
|
2023
Q2 | $216K | Sell |
3,593
-61
| -2% | -$3.67K | 0.05% | 80 |
|
|
2023
Q1 | $227K | Sell |
3,654
-495
| -12% | -$30.7K | 0.05% | 79 |
|
|
2022
Q4 | $264K | Buy |
4,149
+409
| +11% | +$26K | 0.07% | 70 |
|
|
2022
Q3 | $210K | Buy |
3,740
+254
| +7% | +$14.3K | 0.07% | 65 |
|
|
2022
Q2 | $219K | Buy |
+3,486
| New | +$219K | 0.07% | 63 |
|
|
2021
Q4 | $179K | Sell |
3,026
-161
| -5% | -$9.52K | 0.05% | 76 |
|
|
2021
Q3 | $167K | Buy |
+3,187
| New | +$167K | 0.05% | 77 |
|