Element 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 | $418K | Buy |
5,909
+228
| +4% | +$16.1K | 0.19% | 104 |
|
|
2025
Q1 | $407K | Sell |
5,681
-296
| -5% | -$21.2K | 0.22% | 86 |
|
|
2024
Q4 | $372K | Buy |
5,977
+51
| +0.9% | +$3.18K | 0.19% | 90 |
|
|
2024
Q3 | $426K | Sell |
5,926
-19
| -0.3% | -$1.37K | 0.23% | 83 |
|
|
2024
Q2 | $378K | Buy |
5,945
+836
| +16% | +$53.2K | 0.21% | 90 |
|
|
2024
Q1 | $313K | Hold |
5,109
| – | – | 0.18% | 101 |
|
|
2023
Q4 | $301K | Buy |
5,109
+85
| +2% | +$5.01K | 0.19% | 97 |
|
|
2023
Q3 | $281K | Sell |
5,024
-10
| -0.2% | -$560 | 0.2% | 95 |
|
|
2023
Q2 | $303K | Buy |
5,034
+75
| +2% | +$4.52K | 0.21% | 87 |
|
|
2023
Q1 | $308K | Sell |
4,959
-12
| -0.2% | -$744 | 0.23% | 85 |
|
|
2022
Q4 | $316K | Sell |
4,971
-225
| -4% | -$14.3K | 0.26% | 80 |
|
|
2022
Q3 | $291K | Buy |
5,196
+11
| +0.2% | +$616 | 0.27% | 71 |
|
|
2022
Q2 | $326K | Sell |
5,185
-37
| -0.7% | -$2.33K | 0.32% | 67 |
|
|
2022
Q1 | $324K | Sell |
5,222
-100
| -2% | -$6.21K | 0.26% | 75 |
|
|
2021
Q4 | $315K | Buy |
5,322
+22
| +0.4% | +$1.3K | 0.24% | 74 |
|
|
2021
Q3 | $278K | Buy |
5,300
+9
| +0.2% | +$472 | 0.22% | 79 |
|
|
2021
Q2 | $286K | Buy |
5,291
+188
| +4% | +$10.2K | 0.22% | 76 |
|
|
2021
Q1 | $269K | Hold |
5,103
| – | – | 0.22% | 76 |
|
|
2020
Q4 | $280K | Sell |
5,103
-25
| -0.5% | -$1.37K | 0.26% | 71 |
|
|
2020
Q3 | $253K | Buy |
5,128
+447
| +10% | +$22.1K | 0.27% | 71 |
|
|
2020
Q2 | $209K | Buy |
+4,681
| New | +$209K | 0.24% | 71 |
|