Colton Groome Financial 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 | $410K | Hold |
5,789
| – | – | 0.14% | 90 |
|
|
2025
Q1 | $420K | Buy |
5,789
+1,509
| +35% | +$109K | 0.16% | 82 |
|
|
2024
Q4 | $266K | Sell |
4,280
-333
| -7% | -$20.7K | 0.1% | 104 |
|
|
2024
Q3 | $331K | Hold |
4,613
| – | – | 0.12% | 102 |
|
|
2024
Q2 | $294K | Hold |
4,613
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $282K | Hold |
4,613
| – | – | 0.11% | 94 |
|
|
2023
Q4 | $272K | Buy |
4,613
+200
| +5% | +$11.8K | 0.12% | 101 |
|
|
2023
Q3 | $247K | Sell |
4,413
-208
| -5% | -$11.6K | 0.12% | 99 |
|
|
2023
Q2 | $278K | Sell |
4,621
-122
| -3% | -$7.35K | 0.13% | 101 |
|
|
2023
Q1 | $294K | Buy |
4,743
+803
| +20% | +$49.8K | 0.14% | 103 |
|
|
2022
Q4 | $251K | Hold |
3,940
| – | – | 0.12% | 109 |
|
|
2022
Q3 | $221K | Sell |
3,940
-41
| -1% | -$2.3K | 0.11% | 107 |
|
|
2022
Q2 | $250K | Buy |
+3,981
| New | +$250K | 0.13% | 84 |
|
|
2022
Q1 | – | Sell |
-6,854
| Closed | -$406K | – | 122 |
|
|
2021
Q4 | $406K | Buy |
6,854
+105
| +2% | +$6.22K | 0.17% | 87 |
|
|
2021
Q3 | $354K | Hold |
6,749
| – | – | 0.15% | 88 |
|
|
2021
Q2 | $365K | Buy |
+6,749
| New | +$365K | 0.17% | 87 |
|