CreativeOne Wealth’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 | $3.77M | Sell |
53,291
-519
| -1% | -$36.7K | 0.1% | 187 |
|
|
2025
Q1 | $3.85M | Buy |
53,810
+3,616
| +7% | +$259K | 0.12% | 171 |
|
|
2024
Q4 | $3.13M | Buy |
50,194
+5,865
| +13% | +$365K | 0.1% | 192 |
|
|
2024
Q3 | $3.19M | Sell |
44,329
-552
| -1% | -$39.7K | 0.11% | 180 |
|
|
2024
Q2 | $2.86M | Sell |
44,881
-33,002
| -42% | -$2.1M | 0.14% | 137 |
|
|
2024
Q1 | $4.77M | Buy |
77,883
+27,217
| +54% | +$1.67M | 0.19% | 108 |
|
|
2023
Q4 | $2.99M | Buy |
50,666
+3,497
| +7% | +$206K | 0.19% | 105 |
|
|
2023
Q3 | $2.64M | Buy |
47,169
+919
| +2% | +$51.4K | 0.19% | 105 |
|
|
2023
Q2 | $2.79M | Sell |
46,250
-23,905
| -34% | -$1.44M | 0.13% | 141 |
|
|
2023
Q1 | $4.35M | Buy |
70,155
+10,008
| +17% | +$621K | 0.21% | 88 |
|
|
2022
Q4 | $3.83M | Buy |
60,147
+3,292
| +6% | +$209K | 0.21% | 96 |
|
|
2022
Q3 | $3.19M | Buy |
56,855
+9,098
| +19% | +$510K | 0.19% | 99 |
|
|
2022
Q2 | $3M | Buy |
47,757
+23,733
| +99% | +$1.49M | 0.16% | 99 |
|
|
2022
Q1 | $1.49M | Sell |
24,024
-557
| -2% | -$34.5K | 0.08% | 215 |
|
|
2021
Q4 | $1.46M | Sell |
24,581
-1,154
| -4% | -$68.3K | 0.07% | 235 |
|
|
2021
Q3 | $1.35M | Buy |
25,735
+2,418
| +10% | +$127K | 0.08% | 221 |
|
|
2021
Q2 | $1.26M | Buy |
23,317
+5,497
| +31% | +$298K | 0.08% | 210 |
|
|
2021
Q1 | $939K | Buy |
17,820
+3,953
| +29% | +$208K | 0.07% | 215 |
|
|
2020
Q4 | $761K | Buy |
+13,867
| New | +$761K | 0.06% | 222 |
|