Chemistry 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 | $865K | Buy |
12,223
+384
| +3% | +$27.2K | 0.19% | 81 |
|
|
2025
Q1 | $848K | Sell |
11,839
-1,228
| -9% | -$87.9K | 0.2% | 76 |
|
|
2024
Q4 | $814K | Hold |
13,067
| – | – | 0.19% | 75 |
|
|
2024
Q3 | $939K | Sell |
13,067
-67
| -0.5% | -$4.82K | 0.22% | 70 |
|
|
2024
Q2 | $836K | Sell |
13,134
-2,416
| -16% | -$154K | 0.22% | 72 |
|
|
2024
Q1 | $951K | Buy |
15,550
+2,016
| +15% | +$123K | 0.26% | 66 |
|
|
2023
Q4 | $798K | Buy |
13,534
+150
| +1% | +$8.84K | 0.24% | 74 |
|
|
2023
Q3 | $749K | Sell |
13,384
-662
| -5% | -$37.1K | 0.25% | 67 |
|
|
2023
Q2 | $846K | Buy |
14,046
+517
| +4% | +$31.1K | 0.28% | 59 |
|
|
2023
Q1 | $839K | Sell |
13,529
-1,065
| -7% | -$66.1K | 0.29% | 57 |
|
|
2022
Q4 | $928K | Buy |
14,594
+54
| +0.4% | +$3.44K | 0.36% | 49 |
|
|
2022
Q3 | $815K | Sell |
14,540
-800
| -5% | -$44.8K | 0.32% | 53 |
|
|
2022
Q2 | $965K | Hold |
15,340
| – | – | 0.37% | 46 |
|
|
2022
Q1 | $951K | Buy |
15,340
+10,275
| +203% | +$637K | 0.33% | 50 |
|
|
2021
Q4 | $300K | Buy |
+5,065
| New | +$300K | 0.25% | 69 |
|