BSW Wealth Partners’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 | $2.01M | Sell |
28,374
-260
| -0.9% | -$18.4K | 0.28% | 52 |
|
|
2025
Q1 | $2.05M | Sell |
28,634
-1,535
| -5% | -$110K | 0.31% | 50 |
|
|
2024
Q4 | $1.88M | Buy |
30,169
+770
| +3% | +$47.9K | 0.28% | 50 |
|
|
2024
Q3 | $2.11M | Buy |
29,399
+89
| +0.3% | +$6.4K | 0.32% | 42 |
|
|
2024
Q2 | $1.87M | Sell |
29,310
-1,985
| -6% | -$126K | 0.31% | 45 |
|
|
2024
Q1 | $1.91M | Buy |
31,295
+939
| +3% | +$57.4K | 0.32% | 46 |
|
|
2023
Q4 | $1.79M | Sell |
30,356
-460
| -1% | -$27.1K | 0.35% | 38 |
|
|
2023
Q3 | $1.73M | Sell |
30,816
-225
| -0.7% | -$12.6K | 0.38% | 36 |
|
|
2023
Q2 | $1.87M | Sell |
31,041
-392
| -1% | -$23.6K | 0.39% | 37 |
|
|
2023
Q1 | $1.95M | Buy |
31,433
+117
| +0.4% | +$7.26K | 0.4% | 37 |
|
|
2022
Q4 | $1.99M | Sell |
31,316
-1,018
| -3% | -$64.8K | 0.43% | 36 |
|
|
2022
Q3 | $1.81M | Sell |
32,334
-2,434
| -7% | -$136K | 0.44% | 29 |
|
|
2022
Q2 | $2.19M | Buy |
34,768
+60
| +0.2% | +$3.77K | 0.52% | 28 |
|
|
2022
Q1 | $2.15M | Sell |
34,708
-69
| -0.2% | -$4.28K | 0.54% | 26 |
|
|
2021
Q4 | $2.06M | Sell |
34,777
-5,587
| -14% | -$331K | 0.52% | 28 |
|
|
2021
Q3 | $2.12M | Sell |
40,364
-1,008
| -2% | -$52.9K | 0.59% | 25 |
|
|
2021
Q2 | $2.24M | Buy |
41,372
+1,008
| +2% | +$54.6K | 0.62% | 25 |
|
|
2021
Q1 | $2.13M | Sell |
40,364
-3,983
| -9% | -$210K | 0.61% | 25 |
|
|
2020
Q4 | $2.43M | Sell |
44,347
-145
| -0.3% | -$7.95K | 0.75% | 25 |
|
|
2020
Q3 | $2.2M | Sell |
44,492
-543
| -1% | -$26.8K | 0.82% | 23 |
|
|
2020
Q2 | $2.01M | Sell |
45,035
-248
| -0.5% | -$11.1K | 0.67% | 29 |
|
|
2020
Q1 | $2M | Buy |
45,283
+15,340
| +51% | +$679K | 0.83% | 27 |
|
|
2019
Q4 | $1.66M | Sell |
29,943
-1,004
| -3% | -$55.6K | 0.56% | 25 |
|
|
2019
Q3 | $1.69M | Buy |
30,947
+384
| +1% | +$20.9K | 0.65% | 23 |
|
|
2019
Q2 | $1.56M | Sell |
30,563
-200
| -0.7% | -$10.2K | 0.59% | 26 |
|
|
2019
Q1 | $1.44M | Sell |
30,763
-2,275
| -7% | -$107K | 0.57% | 27 |
|
|
2018
Q4 | $1.56M | Sell |
33,038
-2,200
| -6% | -$104K | 0.59% | 30 |
|
|
2018
Q3 | $1.63M | Buy |
35,238
+4,922
| +16% | +$227K | 0.62% | 22 |
|
|
2018
Q2 | $1.33M | Buy |
30,316
+636
| +2% | +$27.9K | 0.58% | 23 |
|
|
2018
Q1 | $1.29M | Sell |
29,680
-90
| -0.3% | -$3.91K | 0.58% | 22 |
|
|
2017
Q4 | $1.37M | Buy |
29,770
+443
| +2% | +$20.3K | 0.57% | 22 |
|
|
2017
Q3 | $1.32M | Buy |
29,327
+983
| +3% | +$44.2K | 0.58% | 21 |
|
|
2017
Q2 | $1.27M | Buy |
28,344
+441
| +2% | +$19.8K | 0.58% | 20 |
|
|
2017
Q1 | $1.18M | Sell |
27,903
-3,265
| -10% | -$139K | 0.59% | 21 |
|
|
2016
Q4 | $1.29M | Buy |
31,168
+29,929
| +2,416% | +$1.24M | 0.67% | 20 |
|
|
2016
Q3 | $29.3K | Sell |
1,239
-27,511
| -96% | -$650K | 1.01% | 16 |
|
|
2016
Q2 | $1.3M | Sell |
28,750
-250
| -0.9% | -$11.3K | 0.72% | 18 |
|
|
2016
Q1 | $1.35M | Sell |
29,000
-52
| -0.2% | -$2.41K | 0.76% | 18 |
|
|
2015
Q4 | $1.25M | Sell |
29,052
-53
| -0.2% | -$2.28K | 0.62% | 22 |
|
|
2015
Q3 | $1.17M | Buy |
29,105
+14,734
| +103% | +$591K | 0.7% | 19 |
|
|
2015
Q2 | $564K | Hold |
14,371
| – | – | 0.36% | 30 |
|
|
2015
Q1 | $583K | Sell |
14,371
-1,872
| -12% | -$75.9K | 0.37% | 30 |
|
|
2014
Q4 | $686K | Buy |
16,243
+102
| +0.6% | +$4.31K | 0.55% | 25 |
|
|
2014
Q3 | $689K | Sell |
16,141
-165
| -1% | -$7.04K | 0.54% | 24 |
|
|
2014
Q2 | $691K | Sell |
16,306
-3,735
| -19% | -$158K | 0.54% | 22 |
|
|
2014
Q1 | $775K | Hold |
20,041
| – | – | 0.63% | 20 |
|
|
2013
Q4 | $828K | Sell |
20,041
-322
| -2% | -$13.3K | 0.66% | 18 |
|
|
2013
Q3 | $771K | Hold |
20,363
| – | – | 0.67% | 18 |
|
|
2013
Q2 | $817K | Buy |
+20,363
| New | +$817K | 0.72% | 17 |
|