First Western Trust Bank’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 | $2.66M | Buy |
37,650
+822
| +2% | +$58.2K | 0.12% | 55 |
|
|
2025
Q1 | $2.64M | Buy |
36,828
+159
| +0.4% | +$11.4K | 0.13% | 53 |
|
|
2024
Q4 | $2.28M | Buy |
36,669
+57
| +0.2% | +$3.55K | 0.11% | 59 |
|
|
2024
Q3 | $2.63M | Sell |
36,612
-1,159
| -3% | -$83.3K | 0.12% | 59 |
|
|
2024
Q2 | $2.4M | Sell |
37,771
-2,939
| -7% | -$187K | 0.11% | 60 |
|
|
2024
Q1 | $2.49M | Sell |
40,710
-1,421
| -3% | -$86.9K | 0.11% | 58 |
|
|
2023
Q4 | $2.48M | Buy |
42,131
+2,829
| +7% | +$167K | 0.12% | 61 |
|
|
2023
Q3 | $2.2M | Sell |
39,302
-903
| -2% | -$50.6K | 0.12% | 65 |
|
|
2023
Q2 | $2.42M | Buy |
40,205
+21
| +0.1% | +$1.27K | 0.12% | 66 |
|
|
2023
Q1 | $2.49M | Buy |
40,184
+397
| +1% | +$24.6K | 0.13% | 64 |
|
|
2022
Q4 | $2.53M | Buy |
39,787
+708
| +2% | +$45K | 0.15% | 61 |
|
|
2022
Q3 | $2.19M | Buy |
39,079
+87
| +0.2% | +$4.87K | 0.15% | 62 |
|
|
2022
Q2 | $2.45M | Sell |
38,992
-4,128
| -10% | -$259K | 0.16% | 62 |
|
|
2022
Q1 | $2.68M | Buy |
+43,120
| New | +$2.68M | 0.14% | 62 |
|