GDS 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 | $609K | Buy |
8,614
+23
| +0.3% | +$1.63K | 0.04% | 107 |
|
|
2025
Q1 | $615K | Buy |
8,591
+150
| +2% | +$10.7K | 0.05% | 99 |
|
|
2024
Q4 | $526K | Sell |
8,441
-223
| -3% | -$13.9K | 0.05% | 109 |
|
|
2024
Q3 | $623K | Sell |
8,664
-288
| -3% | -$20.7K | 0.06% | 86 |
|
|
2024
Q2 | $570K | Sell |
8,952
-537
| -6% | -$34.2K | 0.06% | 78 |
|
|
2024
Q1 | $581K | Sell |
9,489
-587
| -6% | -$35.9K | 0.07% | 83 |
|
|
2023
Q4 | $594K | Sell |
10,076
-622
| -6% | -$36.7K | 0.08% | 75 |
|
|
2023
Q3 | $599K | Sell |
10,698
-1,674
| -14% | -$93.7K | 0.09% | 66 |
|
|
2023
Q2 | $745K | Sell |
12,372
-299
| -2% | -$18K | 0.12% | 67 |
|
|
2023
Q1 | $786K | Sell |
12,671
-351
| -3% | -$21.8K | 0.14% | 59 |
|
|
2022
Q4 | $828K | Sell |
13,022
-74
| -0.6% | -$4.71K | 0.16% | 60 |
|
|
2022
Q3 | $734K | Buy |
13,096
+753
| +6% | +$42.2K | 0.16% | 57 |
|
|
2022
Q2 | $777K | Sell |
12,343
-318
| -3% | -$20K | 0.17% | 58 |
|
|
2022
Q1 | $816K | Buy |
12,661
+117
| +0.9% | +$7.54K | 0.18% | 60 |
|
|
2021
Q4 | $743K | Buy |
+12,544
| New | +$743K | 0.17% | 65 |
|