Global Financial Private Client’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 | $541K | Sell |
7,653
-10
| -0.1% | -$708 | 0.2% | 130 |
|
|
2025
Q1 | $549K | Buy |
7,663
+96
| +1% | +$6.88K | 0.21% | 119 |
|
|
2024
Q4 | $471K | Sell |
7,567
-90
| -1% | -$5.6K | 0.18% | 138 |
|
|
2024
Q3 | $550K | Buy |
7,657
+615
| +9% | +$44.2K | 0.21% | 121 |
|
|
2024
Q2 | $448K | Hold |
7,042
| – | – | 0.19% | 132 |
|
|
2024
Q1 | $427K | Hold |
7,042
| – | – | 0.18% | 133 |
|
|
2023
Q4 | $415K | Sell |
7,042
-510
| -7% | -$30.1K | 0.19% | 127 |
|
|
2023
Q3 | $419K | Hold |
7,552
| – | – | 0.22% | 110 |
|
|
2023
Q2 | $458K | Sell |
7,552
-115
| -1% | -$6.97K | 0.23% | 107 |
|
|
2023
Q1 | $478K | Buy |
7,667
+510
| +7% | +$31.8K | 0.25% | 98 |
|
|
2022
Q4 | $455K | Hold |
7,157
| – | – | 0.25% | 90 |
|
|
2022
Q3 | $405K | Sell |
7,157
-64
| -0.9% | -$3.63K | 0.23% | 99 |
|
|
2022
Q2 | $465K | Buy |
7,221
+155
| +2% | +$9.98K | 0.26% | 85 |
|
|
2022
Q1 | $444K | Hold |
7,066
| – | – | 0.21% | 98 |
|
|
2021
Q4 | $418K | Hold |
7,066
| – | – | 0.2% | 99 |
|
|
2021
Q3 | $375K | Buy |
7,066
+36
| +0.5% | +$1.91K | 0.19% | 106 |
|
|
2021
Q2 | $379K | Buy |
7,030
+34
| +0.5% | +$1.84K | 0.21% | 100 |
|
|
2021
Q1 | $367K | Buy |
6,996
+35
| +0.5% | +$1.84K | 0.26% | 80 |
|
|
2020
Q4 | $382K | Buy |
6,961
+33
| +0.5% | +$1.81K | 0.3% | 70 |
|
|
2020
Q3 | $341K | Sell |
6,928
-800
| -10% | -$39.3K | 0.3% | 70 |
|
|
2020
Q2 | $346K | Sell |
7,728
-105
| -1% | -$4.71K | 0.3% | 72 |
|
|
2020
Q1 | $330K | Sell |
7,833
-3,795
| -33% | -$160K | 0.35% | 67 |
|
|
2019
Q4 | $644K | Buy |
+11,628
| New | +$644K | 0.54% | 45 |
|