Bordeaux 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 | $559K | Buy |
7,905
+15
| +0.2% | +$1.06K | 0.07% | 80 |
|
|
2025
Q1 | $565K | Buy |
7,890
+2,489
| +46% | +$178K | 0.1% | 83 |
|
|
2024
Q4 | $336K | Sell |
5,401
-1,171
| -18% | -$72.9K | 0.05% | 112 |
|
|
2024
Q3 | $472K | Buy |
6,572
+2,599
| +65% | +$187K | 0.09% | 94 |
|
|
2024
Q2 | $253K | Sell |
3,973
-182
| -4% | -$11.6K | 0.05% | 118 |
|
|
2024
Q1 | $254K | Sell |
4,155
-3,213
| -44% | -$197K | 0.08% | 92 |
|
|
2023
Q4 | $434K | Buy |
7,368
+354
| +5% | +$20.9K | 0.15% | 67 |
|
|
2023
Q3 | $393K | Sell |
7,014
-2,971
| -30% | -$166K | 0.16% | 63 |
|
|
2023
Q2 | $601K | Buy |
9,985
+139
| +1% | +$8.37K | 0.25% | 49 |
|
|
2023
Q1 | $611K | Buy |
9,846
+195
| +2% | +$12.1K | 0.31% | 48 |
|
|
2022
Q4 | $614K | Sell |
9,651
-666
| -6% | -$42.4K | 0.34% | 44 |
|
|
2022
Q3 | $578K | Buy |
10,317
+915
| +10% | +$51.3K | 0.36% | 45 |
|
|
2022
Q2 | $591K | Sell |
9,402
-435
| -4% | -$27.3K | 0.41% | 42 |
|
|
2022
Q1 | $610K | Buy |
9,837
+326
| +3% | +$20.2K | 0.33% | 50 |
|
|
2021
Q4 | $563K | Buy |
9,511
+11
| +0.1% | +$651 | 0.26% | 57 |
|
|
2021
Q3 | $498K | Buy |
9,500
+400
| +4% | +$21K | 0.28% | 52 |
|
|
2021
Q2 | $492K | Hold |
9,100
| – | – | 0.28% | 55 |
|
|
2021
Q1 | $480K | Sell |
9,100
-489
| -5% | -$25.8K | 0.33% | 45 |
|
|
2020
Q4 | $526K | Buy |
+9,589
| New | +$526K | 0.4% | 39 |
|