CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
23,181
-9,538
| -29% | -$675K | 0.03% | 138 |
|
|
2025
Q1 | $2.34M | Sell |
32,719
-5,721
| -15% | -$410K | 0.04% | 111 |
|
|
2024
Q4 | $2.39M | Buy |
38,440
+5,836
| +18% | +$363K | 0.05% | 105 |
|
|
2024
Q3 | $2.34M | Buy |
32,604
+394
| +1% | +$28.3K | 0.05% | 107 |
|
|
2024
Q2 | $2.05M | Buy |
32,210
+284
| +0.9% | +$18.1K | 0.04% | 105 |
|
|
2024
Q1 | $1.95M | Buy |
31,926
+11
| +0% | +$673 | 0.04% | 100 |
|
|
2023
Q4 | $1.88M | Buy |
31,915
+11,852
| +59% | +$698K | 0.05% | 108 |
|
|
2023
Q3 | $1.12M | Sell |
20,063
-11,080
| -36% | -$620K | 0.03% | 121 |
|
|
2023
Q2 | $1.88M | Buy |
31,143
+9,155
| +42% | +$551K | 0.05% | 105 |
|
|
2023
Q1 | $1.36M | Buy |
21,988
+364
| +2% | +$22.6K | 0.04% | 120 |
|
|
2022
Q4 | $1.38M | Buy |
21,624
+1,276
| +6% | +$81.2K | 0.05% | 123 |
|
|
2022
Q3 | $1.14M | Buy |
20,348
+551
| +3% | +$30.9K | 0.14% | 53 |
|
|
2022
Q2 | $1.25M | Buy |
19,797
+368
| +2% | +$23.1K | 0.05% | 124 |
|
|
2022
Q1 | $1.21M | Sell |
19,429
-3,038
| -14% | -$188K | 0.04% | 132 |
|
|
2021
Q4 | $1.33M | Buy |
22,467
+4,553
| +25% | +$270K | 0.05% | 115 |
|
|
2021
Q3 | $940K | Buy |
17,914
+274
| +2% | +$14.4K | 0.04% | 153 |
|
|
2021
Q2 | $954K | Buy |
17,640
+101
| +0.6% | +$5.46K | 0.04% | 153 |
|
|
2021
Q1 | $924K | Sell |
17,539
-3,336
| -16% | -$176K | 0.04% | 127 |
|
|
2020
Q4 | $1.15M | Sell |
20,875
-1,514
| -7% | -$83K | 0.06% | 110 |
|
|
2020
Q3 | $1.11M | Sell |
22,389
-3,088
| -12% | -$152K | 0.06% | 108 |
|
|
2020
Q2 | $1.14M | Buy |
+25,477
| New | +$1.14M | 0.07% | 105 |
|
|
2019
Q4 | $1.79M | Buy |
32,388
+7,257
| +29% | +$402K | 0.14% | 82 |
|
|
2019
Q3 | $1.37M | Buy |
25,131
+11,092
| +79% | +$604K | 0.12% | 84 |
|
|
2019
Q2 | $715K | Sell |
14,039
-4,858
| -26% | -$247K | 0.07% | 87 |
|
|
2019
Q1 | $886K | Sell |
18,897
-27,806
| -60% | -$1.3M | 0.1% | 79 |
|
|
2018
Q4 | $2.21M | Sell |
46,703
-15
| -0% | -$710 | 0.22% | 64 |
|
|
2018
Q3 | $2.16M | Buy |
46,718
+91
| +0.2% | +$4.2K | 0.2% | 60 |
|
|
2018
Q2 | $2.05M | Buy |
46,627
+1,286
| +3% | +$56.4K | 0.2% | 64 |
|
|
2018
Q1 | $1.97M | Buy |
45,341
+861
| +2% | +$37.4K | 0.2% | 59 |
|
|
2017
Q4 | $2.04M | Sell |
44,480
-16,260
| -27% | -$746K | 0.21% | 58 |
|
|
2017
Q3 | $2.73M | Sell |
60,740
-2,413
| -4% | -$109K | 0.29% | 44 |
|
|
2017
Q2 | $2.83M | Sell |
63,153
-559
| -0.9% | -$25.1K | 0.32% | 43 |
|
|
2017
Q1 | $2.7M | Buy |
63,712
+4,034
| +7% | +$171K | 0.3% | 46 |
|
|
2016
Q4 | $2.47M | Buy |
59,678
+2,344
| +4% | +$97.2K | 0.28% | 50 |
|
|
2016
Q3 | $2.43M | Buy |
57,334
+2,021
| +4% | +$85.5K | 0.3% | 49 |
|
|
2016
Q2 | $2.51M | Buy |
55,313
+5,326
| +11% | +$241K | 0.36% | 41 |
|
|
2016
Q1 | $2.32M | Buy |
49,987
+3,845
| +8% | +$178K | 0.36% | 43 |
|
|
2015
Q4 | $1.98M | Buy |
46,142
+2
| +0% | +$86 | 0.33% | 54 |
|
|
2015
Q3 | $1.85M | Buy |
46,140
+10,603
| +30% | +$425K | 0.35% | 48 |
|
|
2015
Q2 | $1.39M | Sell |
35,537
-186
| -0.5% | -$7.3K | 0.28% | 49 |
|
|
2015
Q1 | $1.45M | Buy |
35,723
+333
| +0.9% | +$13.5K | 0.32% | 50 |
|
|
2014
Q4 | $1.49M | Buy |
+35,390
| New | +$1.49M | 0.32% | 43 |
|