FSB Premier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Sell |
11,614
-241
| -2% | -$17.1K | 0.29% | 92 |
|
|
2025
Q1 | $849K | Sell |
11,855
-320
| -3% | -$22.9K | 0.33% | 89 |
|
|
2024
Q4 | $758K | Buy |
12,175
+478
| +4% | +$29.8K | 0.3% | 85 |
|
|
2024
Q3 | $841K | Sell |
11,697
-79
| -0.7% | -$5.68K | 0.34% | 76 |
|
|
2024
Q2 | $750K | Sell |
11,776
-903
| -7% | -$57.5K | 0.34% | 74 |
|
|
2024
Q1 | $776K | Sell |
12,679
-104
| -0.8% | -$6.36K | 0.36% | 63 |
|
|
2023
Q4 | $753K | Buy |
12,783
+423
| +3% | +$24.9K | 0.38% | 61 |
|
|
2023
Q3 | $692K | Buy |
12,360
+186
| +2% | +$10.4K | 0.39% | 60 |
|
|
2023
Q2 | $733K | Sell |
12,174
-121
| -1% | -$7.29K | 0.4% | 54 |
|
|
2023
Q1 | $763K | Buy |
12,295
+2,601
| +27% | +$161K | 0.42% | 49 |
|
|
2022
Q4 | $617K | Buy |
9,694
+35
| +0.4% | +$2.23K | 0.34% | 63 |
|
|
2022
Q3 | $541K | Sell |
9,659
-135
| -1% | -$7.56K | 0.32% | 66 |
|
|
2022
Q2 | $616K | Buy |
9,794
+79
| +0.8% | +$4.97K | 0.34% | 60 |
|
|
2022
Q1 | $643K | Sell |
9,715
-487
| -5% | -$32.2K | 0.32% | 64 |
|
|
2021
Q4 | $604K | Sell |
10,202
-1,220
| -11% | -$72.2K | 0.25% | 70 |
|
|
2021
Q3 | $599K | Sell |
11,422
-740
| -6% | -$38.8K | 0.3% | 62 |
|
|
2021
Q2 | $658K | Buy |
12,162
+250
| +2% | +$13.5K | 0.34% | 52 |
|
|
2021
Q1 | $627K | Sell |
11,912
-444
| -4% | -$23.4K | 0.34% | 60 |
|
|
2020
Q4 | $677K | Buy |
+12,356
| New | +$677K | 0.36% | 54 |
|