GeoWealth 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 | $818K | Sell |
11,561
-5,389
| -32% | -$381K | 0.03% | 300 |
|
|
2025
Q1 | $1.21M | Sell |
16,950
-4,813
| -22% | -$345K | 0.05% | 222 |
|
|
2024
Q4 | $1.35M | Sell |
21,763
-4,998
| -19% | -$311K | 0.04% | 241 |
|
|
2024
Q3 | $1.92M | Sell |
26,761
-2,195
| -8% | -$158K | 0.07% | 192 |
|
|
2024
Q2 | $1.84M | Buy |
28,956
+7,840
| +37% | +$499K | 0.08% | 171 |
|
|
2024
Q1 | $1.29M | Buy |
21,116
+11,809
| +127% | +$722K | 0.05% | 242 |
|
|
2023
Q4 | $548K | Buy |
9,307
+9,082
| +4,036% | +$535K | 0.05% | 314 |
|
|
2023
Q3 | $13K | Sell |
225
-1
| -0.4% | -$58 | ﹤0.01% | 447 |
|
|
2023
Q2 | $14K | Buy |
226
+88
| +64% | +$5.45K | ﹤0.01% | 394 |
|
|
2023
Q1 | $9K | Sell |
138
-3,718
| -96% | -$242K | ﹤0.01% | 345 |
|
|
2022
Q4 | $245K | Sell |
3,856
-4,704
| -55% | -$299K | 0.03% | 221 |
|
|
2022
Q3 | $479K | Buy |
8,560
+303
| +4% | +$17K | 0.05% | 171 |
|
|
2022
Q2 | $520K | Buy |
+8,257
| New | +$520K | 0.07% | 156 |
|
|
2019
Q4 | – | Sell |
-5,380
| Closed | -$293K | – | 154 |
|
|
2019
Q3 | $293K | Buy |
+5,380
| New | +$293K | 0.07% | 154 |
|