Financial Architects (New Jersey)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.59M | Buy |
26,321
+268
| +1% | +$16.1K | 0.24% | 92 |
|
|
2023
Q1 | $1.62M | Sell |
26,053
-940
| -3% | -$58.3K | 0.26% | 88 |
|
|
2022
Q4 | $1.72M | Sell |
26,993
-228
| -0.8% | -$14.5K | 0.29% | 87 |
|
|
2022
Q3 | $1.53M | Buy |
27,221
+918
| +3% | +$51.4K | 0.27% | 89 |
|
|
2022
Q2 | $1.66M | Sell |
26,303
-870
| -3% | -$54.7K | 2.11% | 14 |
|
|
2022
Q1 | $1.69M | Buy |
27,173
+2,752
| +11% | +$171K | 0.24% | 101 |
|
|
2021
Q4 | $1.45M | Buy |
24,421
+3,872
| +19% | +$229K | 0.2% | 121 |
|
|
2021
Q3 | $1.08M | Sell |
20,549
-625
| -3% | -$32.8K | 0.16% | 134 |
|
|
2021
Q2 | $1.15M | Sell |
21,174
-1,673
| -7% | -$90.5K | 0.17% | 126 |
|
|
2021
Q1 | $1.2M | Sell |
22,847
-42
| -0.2% | -$2.21K | 0.19% | 112 |
|
|
2020
Q4 | $1.26M | Buy |
22,889
+4,411
| +24% | +$242K | 0.23% | 92 |
|
|
2020
Q3 | $912K | Buy |
18,478
+609
| +3% | +$30.1K | 0.2% | 105 |
|
|
2020
Q2 | $798K | Buy |
17,869
+11,936
| +201% | +$533K | 0.18% | 106 |
|
|
2020
Q1 | $263K | Sell |
5,933
-90
| -1% | -$3.99K | 0.07% | 183 |
|
|
2019
Q4 | $333K | Sell |
6,023
-1,444
| -19% | -$79.8K | 0.07% | 182 |
|
|
2019
Q3 | $407K | Buy |
7,467
+181
| +2% | +$9.87K | 0.1% | 155 |
|
|
2019
Q2 | $371K | Sell |
7,286
-1,216
| -14% | -$61.9K | 0.07% | 178 |
|
|
2019
Q1 | $398K | Buy |
8,502
+783
| +10% | +$36.7K | 0.07% | 189 |
|
|
2018
Q4 | $366K | Buy |
7,719
+2
| +0% | +$95 | 0.07% | 181 |
|
|
2018
Q3 | $356K | Sell |
7,717
-700
| -8% | -$32.3K | 0.06% | 205 |
|
|
2018
Q2 | $370K | Buy |
8,417
+423
| +5% | +$18.6K | 0.07% | 196 |
|
|
2018
Q1 | $347K | Sell |
7,994
-1,991
| -20% | -$86.4K | 0.07% | 192 |
|
|
2017
Q4 | $458K | Sell |
9,985
-89
| -0.9% | -$4.08K | 0.08% | 168 |
|
|
2017
Q3 | $454K | Buy |
10,074
+1,284
| +15% | +$57.9K | 0.08% | 170 |
|
|
2017
Q2 | $394K | Buy |
8,790
+169
| +2% | +$7.58K | 0.07% | 170 |
|
|
2017
Q1 | $366K | Sell |
8,621
-1,682
| -16% | -$71.4K | 0.06% | 176 |
|
|
2016
Q4 | $427K | Buy |
10,303
+732
| +8% | +$30.3K | 0.1% | 158 |
|
|
2016
Q3 | $405K | Buy |
9,571
+2,146
| +29% | +$90.8K | 0.11% | 158 |
|
|
2016
Q2 | $336K | Buy |
7,425
+1,703
| +30% | +$77.1K | 0.09% | 169 |
|
|
2016
Q1 | $265K | Sell |
5,722
-52
| -0.9% | -$2.41K | 0.09% | 156 |
|
|
2015
Q4 | $248K | Buy |
5,774
+13
| +0.2% | +$558 | 0.1% | 167 |
|
|
2015
Q3 | $231K | Sell |
5,761
-470
| -8% | -$18.8K | 0.1% | 176 |
|
|
2015
Q2 | $244K | Buy |
6,231
+561
| +10% | +$22K | 0.09% | 170 |
|
|
2015
Q1 | $230K | Sell |
5,670
-196
| -3% | -$7.95K | 0.09% | 173 |
|
|
2014
Q4 | $248K | Buy |
5,866
+41
| +0.7% | +$1.73K | 0.11% | 143 |
|
|
2014
Q3 | $248K | Buy |
5,825
+36
| +0.6% | +$1.53K | 0.12% | 128 |
|
|
2014
Q2 | $245K | Sell |
5,789
-260
| -4% | -$11K | 0.12% | 132 |
|
|
2014
Q1 | $234K | Sell |
6,049
-899
| -13% | -$34.8K | 0.14% | 129 |
|
|
2013
Q4 | $287K | Buy |
6,948
+1,178
| +20% | +$48.7K | 0.17% | 116 |
|
|
2013
Q3 | $220K | Sell |
5,770
-912
| -14% | -$34.8K | 0.14% | 119 |
|
|
2013
Q2 | $268K | Buy |
+6,682
| New | +$268K | 0.2% | 94 |
|