Blue Bell Private Wealth Management’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 | $70.8K | Buy |
1,001
+15
| +2% | +$1.06K | 0.01% | 353 |
|
|
2025
Q1 | $70.6K | Hold |
986
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $61.4K | Buy |
986
+79
| +9% | +$4.92K | 0.01% | 336 |
|
|
2024
Q3 | $65.2K | Buy |
907
+49
| +6% | +$3.52K | 0.01% | 327 |
|
|
2024
Q2 | $54.6K | Sell |
858
-102
| -11% | -$6.49K | 0.01% | 342 |
|
|
2024
Q1 | $58.7K | Buy |
960
+23
| +2% | +$1.41K | 0.01% | 329 |
|
|
2023
Q4 | $55.2K | Buy |
937
+203
| +28% | +$12K | 0.01% | 305 |
|
|
2023
Q3 | $41.1K | Buy |
734
+33
| +5% | +$1.85K | 0.01% | 281 |
|
|
2023
Q2 | $42.2K | Buy |
701
+200
| +40% | +$12K | 0.01% | 273 |
|
|
2023
Q1 | $31.1K | Hold |
501
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $31.9K | Sell |
501
-1,100
| -69% | -$70K | 0.01% | 258 |
|
|
2022
Q3 | $90K | Hold |
1,601
| – | – | 0.03% | 164 |
|
|
2022
Q2 | $101K | Buy |
1,601
+1,193
| +292% | +$75.3K | 0.03% | 153 |
|
|
2022
Q1 | $25K | Buy |
408
+25
| +7% | +$1.53K | 0.01% | 294 |
|
|
2021
Q4 | $23K | Buy |
+383
| New | +$23K | 0.01% | 286 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 179 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 176 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 210 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 218 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 213 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 218 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 227 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 245 |
|
|
2016
Q4 | – | Sell |
-2,377
| Closed | -$101K | – | 334 |
|
|
2016
Q3 | $101K | Buy |
2,377
+150
| +7% | +$6.37K | 0.06% | 135 |
|
|
2016
Q2 | $101K | Sell |
2,227
-1,900
| -46% | -$86.2K | 0.07% | 136 |
|
|
2016
Q1 | $191K | Buy |
4,127
+1,333
| +48% | +$61.7K | 0.13% | 96 |
|
|
2015
Q4 | $120K | Hold |
2,794
| – | – | 0.08% | 134 |
|
|
2015
Q3 | $112K | Hold |
2,794
| – | – | 0.08% | 136 |
|
|
2015
Q2 | $110K | Sell |
2,794
-400
| -13% | -$15.7K | 0.07% | 134 |
|
|
2015
Q1 | $129K | Sell |
3,194
-932
| -23% | -$37.6K | 0.08% | 127 |
|
|
2014
Q4 | $174K | Hold |
4,126
| – | – | 0.1% | 110 |
|
|
2014
Q3 | $176K | Sell |
4,126
-220
| -5% | -$9.38K | 0.11% | 115 |
|
|
2014
Q2 | $184K | Hold |
4,346
| – | – | 0.11% | 109 |
|
|
2014
Q1 | $168K | Hold |
4,346
| – | – | 0.11% | 95 |
|
|
2013
Q4 | $180K | Buy |
+4,346
| New | +$180K | 0.14% | 88 |
|