Buttonwood Financial 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 | $589K | Sell |
8,325
-523
| -6% | -$37K | 0.24% | 65 |
|
|
2025
Q1 | $634K | Sell |
8,848
-32
| -0.4% | -$2.29K | 0.28% | 59 |
|
|
2024
Q4 | $553K | Sell |
8,880
-869
| -9% | -$54.1K | 0.24% | 70 |
|
|
2024
Q3 | $701K | Sell |
9,749
-237
| -2% | -$17K | 0.31% | 55 |
|
|
2024
Q2 | $636K | Sell |
9,986
-2,484
| -20% | -$158K | 0.3% | 60 |
|
|
2024
Q1 | $763K | Sell |
12,470
-226
| -2% | -$13.8K | 0.36% | 55 |
|
|
2023
Q4 | $748K | Buy |
12,696
+11
| +0.1% | +$648 | 0.41% | 53 |
|
|
2023
Q3 | $710K | Sell |
12,685
-738
| -5% | -$41.3K | 0.45% | 53 |
|
|
2023
Q2 | $808K | Buy |
13,423
+5
| +0% | +$301 | 0.51% | 50 |
|
|
2023
Q1 | $832K | Sell |
13,418
-56
| -0.4% | -$3.47K | 0.65% | 41 |
|
|
2022
Q4 | $857K | Sell |
13,474
-1,106
| -8% | -$70.4K | 0.72% | 39 |
|
|
2022
Q3 | $815K | Sell |
14,580
-282
| -2% | -$15.8K | 0.73% | 36 |
|
|
2022
Q2 | $935K | Buy |
14,862
+8,338
| +128% | +$525K | 0.84% | 34 |
|
|
2022
Q1 | $404K | Buy |
+6,524
| New | +$404K | 0.36% | 49 |
|