Carson Wealth (CWM LLC)’s Coca-Cola Consolidated COKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
4,324
-3,496
| -45% | -$391K | ﹤0.01% | 1609 |
|
|
2025
Q1 | $1.06M | Buy |
7,820
+5,910
| +309% | +$798K | ﹤0.01% | 1093 |
|
|
2024
Q4 | $241K | Sell |
1,910
-860
| -31% | -$109K | ﹤0.01% | 1711 |
|
|
2024
Q3 | $365K | Buy |
2,770
+1,760
| +174% | +$232K | ﹤0.01% | 1446 |
|
|
2024
Q2 | $110K | Buy |
1,010
+150
| +17% | +$16.3K | ﹤0.01% | 1903 |
|
|
2024
Q1 | $73K | Buy |
860
+200
| +30% | +$17K | ﹤0.01% | 2061 |
|
|
2023
Q4 | $61K | Buy |
660
+120
| +22% | +$11.1K | ﹤0.01% | 2043 |
|
|
2023
Q3 | $34K | Sell |
540
-70
| -11% | -$4.41K | ﹤0.01% | 2315 |
|
|
2023
Q2 | $39K | Hold |
610
| – | – | ﹤0.01% | 2153 |
|
|
2023
Q1 | $33K | Sell |
610
-50
| -8% | -$2.71K | ﹤0.01% | 2143 |
|
|
2022
Q4 | $34K | Sell |
660
-730
| -53% | -$37.6K | ﹤0.01% | 1992 |
|
|
2022
Q3 | $57K | Buy |
1,390
+850
| +157% | +$34.9K | ﹤0.01% | 1601 |
|
|
2022
Q2 | $30K | Buy |
540
+20
| +4% | +$1.11K | ﹤0.01% | 1879 |
|
|
2022
Q1 | $26K | Buy |
520
+10
| +2% | +$500 | ﹤0.01% | 1909 |
|
|
2021
Q4 | $32K | Buy |
+510
| New | +$32K | ﹤0.01% | 1755 |
|