Cedar 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 | $5.78K | Buy |
+82
| New | +$5.78K | ﹤0.01% | 184 |
|
|
2024
Q3 | – | Sell |
-19
| Closed | -$1.21K | – | 284 |
|
|
2024
Q2 | $1.21K | Sell |
19
-133
| -88% | -$8.46K | ﹤0.01% | 288 |
|
|
2024
Q1 | $9.3K | Sell |
152
-36
| -19% | -$2.2K | ﹤0.01% | 256 |
|
|
2023
Q4 | $11.1K | Hold |
188
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $10.5K | Hold |
188
| – | – | ﹤0.01% | 227 |
|
|
2023
Q2 | $11.3K | Hold |
188
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $11.7K | Hold |
188
| – | – | ﹤0.01% | 227 |
|
|
2022
Q4 | $12K | Hold |
188
| – | – | 0.01% | 222 |
|
|
2022
Q3 | $11K | Sell |
188
-72
| -28% | -$4.21K | 0.01% | 248 |
|
|
2022
Q2 | $16K | Hold |
260
| – | – | 0.01% | 241 |
|
|
2022
Q1 | $16K | Sell |
260
-17
| -6% | -$1.05K | 0.01% | 268 |
|
|
2021
Q4 | $16K | Buy |
277
+209
| +307% | +$12.1K | 0.01% | 268 |
|
|
2021
Q3 | $4K | Sell |
68
-475
| -87% | -$27.9K | ﹤0.01% | 252 |
|
|
2021
Q2 | $29K | Hold |
543
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $29K | Hold |
543
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $30K | Buy |
543
+68
| +14% | +$3.76K | 0.02% | 154 |
|
|
2020
Q3 | $23K | Hold |
475
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $21K | Hold |
475
| – | – | 0.01% | 163 |
|
|
2020
Q1 | $21K | Hold |
475
| – | – | 0.01% | 160 |
|
|
2019
Q4 | $26K | Hold |
475
| – | – | 0.02% | 116 |
|
|
2019
Q3 | $26K | Sell |
475
-40
| -8% | -$2.19K | 0.02% | 113 |
|
|
2019
Q2 | $26K | Hold |
515
| – | – | 0.02% | 132 |
|
|
2019
Q1 | $24K | Hold |
515
| – | – | 0.02% | 129 |
|
|
2018
Q4 | $24K | Hold |
515
| – | – | 0.02% | 112 |
|
|
2018
Q3 | $24K | Sell |
515
-66
| -11% | -$3.08K | 0.01% | 108 |
|
|
2018
Q2 | $25K | Hold |
581
| – | – | 0.01% | 98 |
|
|
2018
Q1 | $25K | Hold |
581
| – | – | 0.02% | 93 |
|
|
2017
Q4 | $27K | Hold |
581
| – | – | 0.02% | 92 |
|
|
2017
Q3 | $26K | Hold |
581
| – | – | 0.02% | 96 |
|
|
2017
Q2 | $26K | Hold |
581
| – | – | 0.02% | 95 |
|
|
2017
Q1 | $25K | Buy |
581
+66
| +13% | +$2.84K | 0.02% | 91 |
|
|
2016
Q4 | $21K | Hold |
515
| – | – | 0.01% | 94 |
|
|
2016
Q3 | $22K | Hold |
515
| – | – | 0.02% | 81 |
|
|
2016
Q2 | $23K | Buy |
515
+85
| +20% | +$3.8K | 0.01% | 89 |
|
|
2016
Q1 | $20K | Buy |
+430
| New | +$20K | 0.01% | 78 |
|