Crewe 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 | $154K | Buy |
2,183
+558
| +34% | +$39.5K | 0.02% | 181 |
|
|
2025
Q1 | $116K | Sell |
1,625
-164
| -9% | -$11.7K | 0.02% | 181 |
|
|
2024
Q4 | $111K | Sell |
1,789
-791
| -31% | -$49.2K | 0.02% | 196 |
|
|
2024
Q3 | $185K | Buy |
2,580
+21
| +0.8% | +$1.51K | 0.02% | 152 |
|
|
2024
Q2 | $163K | Sell |
2,559
-207
| -7% | -$13.2K | 0.02% | 197 |
|
|
2024
Q1 | $169K | Buy |
+2,766
| New | +$169K | 0.02% | 191 |
|
|
2023
Q3 | – | Sell |
-2,246
| Closed | -$135K | – | 763 |
|
|
2023
Q2 | $135K | Sell |
2,246
-146
| -6% | -$8.79K | 0.02% | 178 |
|
|
2023
Q1 | $148K | Buy |
2,392
+632
| +36% | +$39.2K | 0.02% | 184 |
|
|
2022
Q4 | $112K | Sell |
1,760
-1,458
| -45% | -$92.7K | 0.02% | 207 |
|
|
2022
Q3 | $180K | Buy |
3,218
+230
| +8% | +$12.9K | 0.03% | 156 |
|
|
2022
Q2 | $188K | Buy |
2,988
+2,188
| +274% | +$138K | 0.04% | 140 |
|
|
2022
Q1 | $50K | Hold |
800
| – | – | 0.01% | 224 |
|
|
2021
Q4 | $47K | Buy |
+800
| New | +$47K | 0.01% | 192 |
|
|
2021
Q1 | – | Sell |
-78
| Closed | -$4K | – | 473 |
|
|
2020
Q4 | $4K | Sell |
78
-33
| -30% | -$1.69K | ﹤0.01% | 368 |
|
|
2020
Q3 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 355 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$1K | – | 272 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 285 |
|
|
2019
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 232 |
|