Benjamin Edwards Inc’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 | $5.19M | Sell |
73,294
-11,997
| -14% | -$849K | 0.07% | 271 |
|
|
2025
Q1 | $6.11M | Sell |
85,291
-3,946
| -4% | -$283K | 0.09% | 224 |
|
|
2024
Q4 | $5.56M | Sell |
89,237
-4,326
| -5% | -$269K | 0.08% | 248 |
|
|
2024
Q3 | $6.72M | Buy |
93,563
+77,580
| +485% | +$5.58M | 0.1% | 220 |
|
|
2024
Q2 | $1.02M | Buy |
15,983
+2,901
| +22% | +$185K | 0.2% | 133 |
|
|
2024
Q1 | $800K | Sell |
13,082
-2,361
| -15% | -$144K | 0.16% | 151 |
|
|
2023
Q4 | $910K | Sell |
15,443
-266
| -2% | -$15.7K | 0.2% | 139 |
|
|
2023
Q3 | $879K | Sell |
15,709
-424
| -3% | -$23.7K | 0.21% | 130 |
|
|
2023
Q2 | $972K | Sell |
16,133
-157
| -1% | -$9.46K | 0.23% | 126 |
|
|
2023
Q1 | $1.01M | Buy |
16,290
+1,389
| +9% | +$86.1K | 0.25% | 116 |
|
|
2022
Q4 | $948K | Buy |
14,901
+2,679
| +22% | +$170K | 0.25% | 118 |
|
|
2022
Q3 | $685K | Buy |
12,222
+352
| +3% | +$19.7K | 0.21% | 134 |
|
|
2022
Q2 | $747K | Buy |
11,870
+6,046
| +104% | +$380K | 0.22% | 131 |
|
|
2022
Q1 | $361K | Buy |
5,824
+468
| +9% | +$29K | 0.1% | 203 |
|
|
2021
Q4 | $317K | Buy |
5,356
+2,094
| +64% | +$124K | 0.1% | 196 |
|
|
2021
Q3 | $171K | Buy |
3,262
+39
| +1% | +$2.04K | 0.1% | 188 |
|
|
2021
Q2 | $174K | Sell |
3,223
-1,608
| -33% | -$86.8K | 0.12% | 177 |
|
|
2021
Q1 | $255K | Sell |
4,831
-22,258
| -82% | -$1.17M | 0.19% | 138 |
|
|
2020
Q4 | $1.49M | Sell |
27,089
-836
| -3% | -$45.9K | 1.15% | 14 |
|
|
2020
Q3 | $1.38M | Buy |
27,925
+730
| +3% | +$36K | 1.14% | 19 |
|
|
2020
Q2 | $1.22M | Buy |
27,195
+8,923
| +49% | +$399K | 1.01% | 24 |
|
|
2020
Q1 | $809K | Buy |
18,272
+14,606
| +398% | +$647K | 0.84% | 30 |
|
|
2019
Q4 | $203K | Sell |
3,666
-141
| -4% | -$7.81K | 0.41% | 50 |
|
|
2019
Q3 | $207K | Buy |
3,807
+217
| +6% | +$11.8K | 0.45% | 47 |
|
|
2019
Q2 | $183K | Buy |
3,590
+2,199
| +158% | +$112K | 0.44% | 47 |
|
|
2019
Q1 | $65K | Buy |
+1,391
| New | +$65K | 0.31% | 105 |
|