Evoke 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 | $1.7M | Buy |
23,844
+2,467
| +12% | +$176K | 0.04% | 173 |
|
|
2025
Q1 | $1.54M | Sell |
21,377
-660
| -3% | -$47.6K | 0.04% | 158 |
|
|
2024
Q4 | $1.37M | Buy |
22,037
+6,699
| +44% | +$417K | 0.04% | 162 |
|
|
2024
Q3 | $1.11M | Buy |
+15,338
| New | +$1.11M | 0.03% | 177 |
|
|
2024
Q2 | – | Sell |
-14,979
| Closed | -$924K | – | 255 |
|
|
2024
Q1 | $924K | Buy |
+14,979
| New | +$924K | 0.03% | 181 |
|
|
2023
Q4 | – | Sell |
-16,351
| Closed | -$923K | – | 225 |
|
|
2023
Q3 | $923K | Buy |
16,351
+1,754
| +12% | +$99K | 0.03% | 183 |
|
|
2023
Q2 | $885K | Sell |
14,597
-58,104
| -80% | -$3.52M | 0.03% | 171 |
|
|
2023
Q1 | $873K | Sell |
72,701
-2,067
| -3% | -$24.8K | 0.03% | 166 |
|
|
2022
Q4 | $1.01M | Buy |
74,768
+58,674
| +365% | +$794K | 0.04% | 162 |
|
|
2022
Q3 | $854K | Buy |
16,094
+5,482
| +52% | +$291K | 0.03% | 165 |
|
|
2022
Q2 | $672K | Buy |
10,612
+271
| +3% | +$17.2K | 0.02% | 195 |
|
|
2022
Q1 | $646K | Buy |
10,341
+816
| +9% | +$51K | 0.02% | 210 |
|
|
2021
Q4 | $508K | Sell |
9,525
-56
| -0.6% | -$2.99K | 0.02% | 238 |
|
|
2021
Q3 | $456K | Sell |
9,581
-822
| -8% | -$39.1K | 0.02% | 239 |
|
|
2021
Q2 | $516K | Buy |
10,403
+443
| +4% | +$22K | 0.02% | 236 |
|
|
2021
Q1 | $529K | Buy |
9,960
+519
| +5% | +$27.6K | 0.02% | 210 |
|
|
2020
Q4 | $518K | Sell |
9,441
-851
| -8% | -$46.7K | 0.03% | 148 |
|
|
2020
Q3 | $512K | Sell |
10,292
-40
| -0.4% | -$1.99K | 0.04% | 132 |
|
|
2020
Q2 | $466K | Sell |
10,332
-425
| -4% | -$19.2K | 0.05% | 117 |
|
|
2020
Q1 | $480K | Sell |
10,757
-7,351
| -41% | -$328K | 0.07% | 102 |
|
|
2019
Q4 | $1M | Sell |
18,108
-1,762
| -9% | -$97.5K | 0.13% | 78 |
|
|
2019
Q3 | $1.09M | Buy |
+19,870
| New | +$1.09M | 0.13% | 84 |
|