Executive Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $392K | Sell |
6,298
-352
| -5% | -$21.9K | 0.03% | 190 |
|
|
2024
Q3 | $478K | Buy |
+6,650
| New | +$478K | 0.04% | 175 |
|
|
2024
Q2 | – | Sell |
-3,374
| Closed | -$205K | – | 199 |
|
|
2024
Q1 | $205K | Sell |
3,374
-146
| -4% | -$8.86K | 0.02% | 235 |
|
|
2023
Q4 | $207K | Buy |
+3,520
| New | +$207K | 0.02% | 208 |
|
|
2023
Q3 | – | Sell |
-3,561
| Closed | -$214K | – | 206 |
|
|
2023
Q2 | $214K | Buy |
3,561
+6
| +0.2% | +$361 | 0.02% | 193 |
|
|
2023
Q1 | $221K | Hold |
3,555
| – | – | 0.02% | 182 |
|
|
2022
Q4 | $226K | Buy |
+3,555
| New | +$226K | 0.03% | 178 |
|
|
2022
Q3 | – | Sell |
-3,771
| Closed | -$237K | – | 181 |
|
|
2022
Q2 | $237K | Buy |
3,771
+69
| +2% | +$4.34K | 0.03% | 166 |
|
|
2022
Q1 | $229K | Buy |
3,702
+120
| +3% | +$7.42K | 0.02% | 175 |
|
|
2021
Q4 | $212K | Buy |
+3,582
| New | +$212K | 0.02% | 185 |
|
|
2019
Q3 | – | Sell |
-1,647
| Closed | -$84K | – | 490 |
|
|
2019
Q2 | $84K | Sell |
1,647
-427
| -21% | -$21.8K | 0.01% | 229 |
|
|
2019
Q1 | $97K | Sell |
2,074
-369
| -15% | -$17.3K | 0.02% | 202 |
|
|
2018
Q4 | $116K | Buy |
+2,443
| New | +$116K | 0.02% | 187 |
|