BW
Bison Wealth’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.26M | Sell |
20,251
-7,167
| -26% | -$446K | 0.28% | 76 |
|
|
2024
Q3 | $1.97M | Sell |
27,418
-2,174
| -7% | -$156K | 0.31% | 82 |
|
|
2024
Q2 | $1.81M | Hold |
29,592
| – | – | 0.29% | 84 |
|
|
2024
Q1 | $1.81M | Buy |
29,592
+5
| +0% | +$306 | 0.29% | 84 |
|
|
2023
Q4 | $1.74M | Buy |
29,587
+1,232
| +4% | +$72.6K | 0.31% | 83 |
|
|
2023
Q3 | $1.59M | Sell |
28,355
-1,935
| -6% | -$108K | 0.31% | 87 |
|
|
2023
Q2 | $1.82M | Buy |
30,290
+14,361
| +90% | +$865K | 0.34% | 76 |
|
|
2023
Q1 | $1.02M | Sell |
15,929
-29
| -0.2% | -$1.85K | 0.32% | 94 |
|
|
2022
Q4 | $968K | Sell |
15,958
-22
| -0.1% | -$1.33K | 0.31% | 106 |
|
|
2022
Q3 | $895K | Buy |
15,980
+117
| +0.7% | +$6.55K | 0.35% | 87 |
|
|
2022
Q2 | $998K | Sell |
15,863
-3,196
| -17% | -$201K | 0.57% | 51 |
|
|
2022
Q1 | $1.18M | Buy |
19,059
+1,665
| +10% | +$103K | 0.6% | 41 |
|
|
2021
Q4 | $1.03M | Sell |
17,394
-3,144
| -15% | -$186K | 0.6% | 41 |
|
|
2021
Q3 | $1.08M | Sell |
20,538
-33
| -0.2% | -$1.73K | 0.49% | 46 |
|
|
2021
Q2 | $1.11M | Sell |
20,571
-4,991
| -20% | -$270K | 0.49% | 52 |
|
|
2021
Q1 | $1.35M | Buy |
25,562
+256
| +1% | +$13.5K | 0.58% | 40 |
|
|
2020
Q4 | $1.39M | Sell |
25,306
-241
| -0.9% | -$13.2K | 0.65% | 35 |
|
|
2020
Q3 | $1.26M | Sell |
25,547
-4,162
| -14% | -$205K | 0.74% | 28 |
|
|
2020
Q2 | $1.33M | Sell |
29,709
-5,400
| -15% | -$241K | 0.84% | 27 |
|
|
2020
Q1 | $1.55M | Sell |
35,109
-2,511
| -7% | -$111K | 1.13% | 20 |
|
|
2019
Q4 | $2.07M | Buy |
37,620
+339
| +0.9% | +$18.6K | 0.99% | 24 |
|
|
2019
Q3 | $2.02M | Buy |
37,281
+363
| +1% | +$19.6K | 1.12% | 21 |
|
|
2019
Q2 | $1.87M | Sell |
36,918
-18
| -0% | -$913 | 1.09% | 21 |
|
|
2019
Q1 | $1.73M | Sell |
36,936
-156
| -0.4% | -$7.31K | 1.06% | 22 |
|
|
2018
Q4 | $1.76M | Sell |
37,092
-23
| -0.1% | -$1.09K | 1.28% | 14 |
|
|
2018
Q3 | $1.71M | Sell |
37,115
-3,021
| -8% | -$140K | 1.12% | 16 |
|
|
2018
Q2 | $1.76M | Sell |
40,136
-5,214
| -11% | -$229K | 1.31% | 13 |
|
|
2018
Q1 | $1.97M | Sell |
45,350
-273
| -0.6% | -$11.9K | 1.5% | 12 |
|
|
2017
Q4 | $2.09M | Buy |
45,623
+4,628
| +11% | +$212K | 1.54% | 10 |
|
|
2017
Q3 | $1.85M | Buy |
40,995
+1,548
| +4% | +$69.7K | 1.48% | 11 |
|
|
2017
Q2 | $1.77M | Buy |
39,447
+6,550
| +20% | +$294K | 1.46% | 9 |
|
|
2017
Q1 | $1.4M | Sell |
32,897
-5,822
| -15% | -$247K | 1.2% | 20 |
|
|
2016
Q4 | $1.61M | Buy |
38,719
+861
| +2% | +$35.7K | 1.37% | 16 |
|
|
2016
Q3 | $1.6M | Sell |
37,858
-4,901
| -11% | -$207K | 1.36% | 17 |
|
|
2016
Q2 | $1.94M | Sell |
42,759
-1,721
| -4% | -$78K | 1.17% | 22 |
|
|
2016
Q1 | $2.06M | Sell |
44,480
-8,698
| -16% | -$403K | 1.33% | 20 |
|
|
2015
Q4 | $2.29M | Buy |
53,178
+537
| +1% | +$23.1K | 1.3% | 19 |
|
|
2015
Q3 | $2.11M | Buy |
52,641
+3,404
| +7% | +$137K | 1.39% | 16 |
|
|
2015
Q2 | $1.93M | Buy |
49,237
+332
| +0.7% | +$13K | 1.13% | 16 |
|
|
2015
Q1 | $1.98M | Sell |
48,905
-3,367
| -6% | -$137K | 1.2% | 16 |
|
|
2014
Q4 | $2.21M | Buy |
+52,272
| New | +$2.21M | 1.67% | 10 |
|