Connecticut 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 | $689K | Sell |
9,744
-1,895
| -16% | -$134K | 0.03% | 191 |
|
|
2025
Q1 | $834K | Sell |
11,639
-212
| -2% | -$15.2K | 0.04% | 164 |
|
|
2024
Q4 | $738K | Sell |
11,851
-27
| -0.2% | -$1.68K | 0.04% | 154 |
|
|
2024
Q3 | $854K | Sell |
11,878
-134
| -1% | -$9.63K | 0.04% | 168 |
|
|
2024
Q2 | $765K | Buy |
12,012
+448
| +4% | +$28.5K | 0.04% | 177 |
|
|
2024
Q1 | $707K | Buy |
11,564
+429
| +4% | +$26.2K | 0.04% | 181 |
|
|
2023
Q4 | $656K | Sell |
11,135
-56
| -0.5% | -$3.3K | 0.04% | 187 |
|
|
2023
Q3 | $626K | Buy |
11,191
+2,424
| +28% | +$136K | 0.04% | 150 |
|
|
2023
Q2 | $528K | Buy |
8,767
+190
| +2% | +$11.4K | 0.04% | 150 |
|
|
2023
Q1 | $532K | Buy |
8,577
+517
| +6% | +$32.1K | 0.04% | 137 |
|
|
2022
Q4 | $513K | Buy |
8,060
+1,233
| +18% | +$78.4K | 0.04% | 116 |
|
|
2022
Q3 | $382K | Sell |
6,827
-3,150
| -32% | -$176K | 0.04% | 125 |
|
|
2022
Q2 | $628K | Buy |
9,977
+507
| +5% | +$31.9K | 0.05% | 108 |
|
|
2022
Q1 | $587K | Buy |
9,470
+210
| +2% | +$13K | 0.04% | 115 |
|
|
2021
Q4 | $548K | Buy |
9,260
+50
| +0.5% | +$2.96K | 0.04% | 116 |
|
|
2021
Q3 | $483K | Buy |
9,210
+1,795
| +24% | +$94.1K | 0.04% | 120 |
|
|
2021
Q2 | $401K | Sell |
7,415
-2,329
| -24% | -$126K | 0.04% | 129 |
|
|
2021
Q1 | $514K | Hold |
9,744
| – | – | 0.05% | 98 |
|
|
2020
Q4 | $534K | Hold |
9,744
| – | – | 0.06% | 105 |
|
|
2020
Q3 | $481K | Buy |
9,744
+1,447
| +17% | +$71.4K | 0.05% | 124 |
|
|
2020
Q2 | $371K | Buy |
+8,297
| New | +$371K | 0.05% | 106 |
|