Cooper/Haims 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 | $455K | Buy |
6,424
+2
| +0% | +$142 | 0.22% | 43 |
|
|
2025
Q1 | $460K | Sell |
6,422
-429
| -6% | -$30.7K | 0.25% | 42 |
|
|
2024
Q4 | $427K | Buy |
6,851
+7
| +0.1% | +$436 | 0.24% | 43 |
|
|
2024
Q3 | $492K | Buy |
6,844
+37
| +0.5% | +$2.66K | 0.27% | 42 |
|
|
2024
Q2 | $433K | Sell |
6,807
-598
| -8% | -$38.1K | 0.24% | 43 |
|
|
2024
Q1 | $453K | Hold |
7,405
| – | – | 0.26% | 43 |
|
|
2023
Q4 | $436K | Sell |
7,405
-88
| -1% | -$5.19K | 0.25% | 42 |
|
|
2023
Q3 | $419K | Buy |
7,493
+8
| +0.1% | +$448 | 0.33% | 36 |
|
|
2023
Q2 | $451K | Buy |
7,485
+208
| +3% | +$12.5K | 0.35% | 37 |
|
|
2023
Q1 | $451K | Sell |
7,277
-200
| -3% | -$12.4K | 0.36% | 34 |
|
|
2022
Q4 | $476K | Sell |
7,477
-86
| -1% | -$5.48K | 0.34% | 35 |
|
|
2022
Q3 | $424K | Buy |
7,563
+7
| +0.1% | +$392 | 0.35% | 35 |
|
|
2022
Q2 | $475K | Sell |
7,556
-393
| -5% | -$24.7K | 0.31% | 36 |
|
|
2022
Q1 | $493K | Sell |
7,949
-64
| -0.8% | -$3.97K | 0.32% | 37 |
|
|
2021
Q4 | $474K | Sell |
8,013
-345
| -4% | -$20.4K | 0.29% | 43 |
|
|
2021
Q3 | $439K | Sell |
8,358
-40
| -0.5% | -$2.1K | 0.26% | 44 |
|
|
2021
Q2 | $454K | Sell |
8,398
-968
| -10% | -$52.3K | 0.3% | 37 |
|
|
2021
Q1 | $494K | Buy |
9,366
+980
| +12% | +$51.7K | 0.35% | 33 |
|
|
2020
Q4 | $460K | Buy |
8,386
+69
| +0.8% | +$3.79K | 0.35% | 31 |
|
|
2020
Q3 | $411K | Buy |
8,317
+181
| +2% | +$8.94K | 0.34% | 30 |
|
|
2020
Q2 | $364K | Buy |
8,136
+2
| +0% | +$89 | 0.3% | 31 |
|
|
2020
Q1 | $360K | Buy |
8,134
+150
| +2% | +$6.64K | 0.31% | 27 |
|
|
2019
Q4 | $442K | Buy |
7,984
+603
| +8% | +$33.4K | 0.24% | 27 |
|
|
2019
Q3 | $402K | Sell |
7,381
-299
| -4% | -$16.3K | 0.25% | 25 |
|
|
2019
Q2 | $391K | Buy |
7,680
+67
| +0.9% | +$3.41K | 0.24% | 28 |
|
|
2019
Q1 | $357K | Hold |
7,613
| – | – | 0.23% | 35 |
|
|
2018
Q4 | $360K | Sell |
7,613
-99
| -1% | -$4.68K | 0.25% | 31 |
|
|
2018
Q3 | $356K | Buy |
7,712
+1
| +0% | +$46 | 0.25% | 33 |
|
|
2018
Q2 | $338K | Hold |
7,711
| – | – | 0.25% | 30 |
|
|
2018
Q1 | $335K | Sell |
7,711
-92
| -1% | -$4K | 0.3% | 30 |
|
|
2017
Q4 | $358K | Buy |
+7,803
| New | +$358K | 0.33% | 28 |
|