Benchmark Financial 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 | $508K | Buy |
7,181
+323
| +5% | +$22.9K | 0.17% | 61 |
|
|
2025
Q1 | $491K | Buy |
6,858
+381
| +6% | +$27.3K | 0.19% | 59 |
|
|
2024
Q4 | $403K | Sell |
6,477
-111
| -2% | -$6.91K | 0.13% | 67 |
|
|
2024
Q3 | $473K | Buy |
6,588
+192
| +3% | +$13.8K | 0.16% | 58 |
|
|
2024
Q2 | $407K | Buy |
6,396
+965
| +18% | +$61.4K | 0.15% | 59 |
|
|
2024
Q1 | $332K | Buy |
5,431
+1,166
| +27% | +$71.3K | 0.13% | 63 |
|
|
2023
Q4 | $251K | Buy |
4,265
+299
| +8% | +$17.6K | 0.11% | 65 |
|
|
2023
Q3 | $222K | Sell |
3,966
-260
| -6% | -$14.6K | 0.1% | 64 |
|
|
2023
Q2 | $254K | Sell |
4,226
-258
| -6% | -$15.5K | 0.12% | 60 |
|
|
2023
Q1 | $278K | Sell |
4,484
-890
| -17% | -$55.2K | 0.14% | 53 |
|
|
2022
Q4 | $342K | Sell |
5,374
-781
| -13% | -$49.7K | 0.19% | 46 |
|
|
2022
Q3 | $345K | Buy |
6,155
+1,426
| +30% | +$79.9K | 0.2% | 46 |
|
|
2022
Q2 | $297K | Buy |
4,729
+767
| +19% | +$48.2K | 0.15% | 48 |
|
|
2022
Q1 | $246K | Buy |
3,962
+179
| +5% | +$11.1K | 0.1% | 66 |
|
|
2021
Q4 | $224K | Buy |
+3,783
| New | +$224K | 0.09% | 68 |
|
|
2021
Q3 | – | Sell |
-4,606
| Closed | -$249K | – | 68 |
|
|
2021
Q2 | $249K | Buy |
4,606
+803
| +21% | +$43.4K | 0.12% | 56 |
|
|
2021
Q1 | $200K | Sell |
3,803
-92
| -2% | -$4.84K | 0.11% | 61 |
|
|
2020
Q4 | $214K | Sell |
3,895
-174
| -4% | -$9.56K | 0.12% | 63 |
|
|
2020
Q3 | $201K | Sell |
4,069
-1,497
| -27% | -$73.9K | 0.13% | 59 |
|
|
2020
Q2 | $249K | Buy |
+5,566
| New | +$249K | 0.18% | 43 |
|