Concord Wealth Partners’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 | $4.35M | Sell |
61,457
-10,501
| -15% | -$743K | 0.63% | 31 |
|
|
2025
Q1 | $5.15M | Sell |
71,958
-4,003
| -5% | -$287K | 0.85% | 28 |
|
|
2024
Q4 | $4.73M | Buy |
75,961
+8,774
| +13% | +$546K | 0.77% | 29 |
|
|
2024
Q3 | $4.83M | Buy |
67,187
+3,072
| +5% | +$221K | 0.81% | 34 |
|
|
2024
Q2 | $4.08M | Buy |
64,115
+3,093
| +5% | +$197K | 0.72% | 37 |
|
|
2024
Q1 | $3.73M | Buy |
61,022
+17,727
| +41% | +$1.08M | 0.67% | 38 |
|
|
2023
Q4 | $2.55M | Buy |
43,295
+10,954
| +34% | +$646K | 0.51% | 48 |
|
|
2023
Q3 | $1.81M | Buy |
32,341
+1,989
| +7% | +$111K | 0.38% | 46 |
|
|
2023
Q2 | $1.83M | Buy |
30,352
+11,427
| +60% | +$688K | 0.39% | 45 |
|
|
2023
Q1 | $1.17M | Buy |
18,925
+5,184
| +38% | +$322K | 0.33% | 46 |
|
|
2022
Q4 | $874K | Sell |
13,741
-906
| -6% | -$57.6K | 0.26% | 53 |
|
|
2022
Q3 | $821K | Buy |
14,647
+441
| +3% | +$24.7K | 0.26% | 56 |
|
|
2022
Q2 | $894K | Buy |
14,206
+3,774
| +36% | +$238K | 0.25% | 59 |
|
|
2022
Q1 | $647K | Buy |
10,432
+2,433
| +30% | +$151K | 0.17% | 82 |
|
|
2021
Q4 | $474K | Buy |
7,999
+2,048
| +34% | +$121K | 0.12% | 105 |
|
|
2021
Q3 | $312K | Sell |
5,951
-1,930
| -24% | -$101K | 0.13% | 56 |
|
|
2021
Q2 | $426K | Sell |
7,881
-1,102
| -12% | -$59.6K | 0.12% | 74 |
|
|
2021
Q1 | $473K | Buy |
8,983
+2,054
| +30% | +$108K | 0.16% | 61 |
|
|
2020
Q4 | $380K | Buy |
+6,929
| New | +$380K | 0.29% | 42 |
|