Claro 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 | $1.32M | Sell |
18,624
-5,937
| -24% | -$420K | 0.22% | 94 |
|
|
2025
Q1 | $1.76M | Sell |
24,561
-719
| -3% | -$51.5K | 0.24% | 74 |
|
|
2024
Q4 | $1.57M | Buy |
25,280
+34
| +0.1% | +$2.12K | 0.21% | 90 |
|
|
2024
Q3 | $1.81M | Buy |
25,246
+345
| +1% | +$24.8K | 0.23% | 86 |
|
|
2024
Q2 | $1.58M | Buy |
24,901
+1,016
| +4% | +$64.7K | 0.25% | 82 |
|
|
2024
Q1 | $1.46M | Buy |
23,885
+933
| +4% | +$57.1K | 0.25% | 82 |
|
|
2023
Q4 | $1.35M | Buy |
22,952
+138
| +0.6% | +$8.13K | 0.29% | 70 |
|
|
2023
Q3 | $1.28M | Sell |
22,814
-100
| -0.4% | -$5.6K | 0.32% | 71 |
|
|
2023
Q2 | $1.38M | Buy |
22,914
+1,490
| +7% | +$89.7K | 0.34% | 62 |
|
|
2023
Q1 | $1.33M | Sell |
21,424
-4,096
| -16% | -$254K | 0.39% | 58 |
|
|
2022
Q4 | $1.62M | Buy |
25,520
+10,798
| +73% | +$687K | 0.53% | 43 |
|
|
2022
Q3 | $926K | Hold |
14,722
| – | – | 0.37% | 61 |
|
|
2022
Q2 | $926K | Buy |
14,722
+4,061
| +38% | +$255K | 0.37% | 61 |
|
|
2022
Q1 | $631K | Hold |
10,661
| – | – | 0.23% | 123 |
|
|
2021
Q4 | $631K | Buy |
10,661
+122
| +1% | +$7.22K | 0.23% | 123 |
|
|
2021
Q3 | $553K | Buy |
10,539
+298
| +3% | +$15.6K | 0.23% | 126 |
|
|
2021
Q2 | $554K | Sell |
10,241
-197
| -2% | -$10.7K | 0.25% | 117 |
|
|
2021
Q1 | $550K | Buy |
10,438
+683
| +7% | +$36K | 0.28% | 100 |
|
|
2020
Q4 | $535K | Sell |
9,755
-1,485
| -13% | -$81.4K | 0.28% | 103 |
|
|
2020
Q3 | $555K | Sell |
11,240
-665
| -6% | -$32.8K | 0.35% | 84 |
|
|
2020
Q2 | $532K | Sell |
11,905
-131
| -1% | -$5.85K | 0.37% | 78 |
|
|
2020
Q1 | $533K | Buy |
12,036
+718
| +6% | +$31.8K | 0.5% | 57 |
|
|
2019
Q4 | $626K | Sell |
11,318
-181
| -2% | -$10K | 0.48% | 60 |
|
|
2019
Q3 | $626K | Buy |
11,499
+54
| +0.5% | +$2.94K | 0.56% | 53 |
|
|
2019
Q2 | $583K | Buy |
11,445
+435
| +4% | +$22.2K | 0.54% | 55 |
|
|
2019
Q1 | $516K | Buy |
11,010
+1,483
| +16% | +$69.5K | 0.51% | 60 |
|
|
2018
Q4 | $440K | Buy |
+9,527
| New | +$440K | 0.35% | 66 |
|