GAG
GM Advisory Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
17,653
+711
| +4% | +$50.3K | 0.06% | 132 |
|
|
2025
Q1 | $1.21M | Sell |
16,942
-425
| -2% | -$30.4K | 0.07% | 114 |
|
|
2024
Q4 | $1.08M | Buy |
17,367
+638
| +4% | +$39.7K | 0.06% | 119 |
|
|
2024
Q3 | $1.2M | Buy |
16,729
+903
| +6% | +$64.9K | 0.07% | 103 |
|
|
2024
Q2 | $1.01M | Sell |
15,826
-857
| -5% | -$54.5K | 0.07% | 113 |
|
|
2024
Q1 | $1.02M | Sell |
16,683
-1,680
| -9% | -$103K | 0.07% | 110 |
|
|
2023
Q4 | $1.08M | Buy |
18,363
+1,225
| +7% | +$72.2K | 0.08% | 89 |
|
|
2023
Q3 | $959K | Sell |
17,138
-758
| -4% | -$42.4K | 0.08% | 85 |
|
|
2023
Q2 | $1.08M | Buy |
17,896
+4,213
| +31% | +$254K | 0.09% | 78 |
|
|
2023
Q1 | $849K | Buy |
13,683
+1,392
| +11% | +$86.3K | 0.08% | 86 |
|
|
2022
Q4 | $782K | Hold |
12,291
| – | – | 0.08% | 83 |
|
|
2022
Q3 | $689K | Hold |
12,291
| – | – | 0.09% | 87 |
|
|
2022
Q2 | $773K | Sell |
12,291
-10
| -0.1% | -$629 | 0.12% | 83 |
|
|
2022
Q1 | $763K | Buy |
12,301
+396
| +3% | +$24.6K | 0.09% | 104 |
|
|
2021
Q4 | $705K | Hold |
11,905
| – | – | 0.06% | 112 |
|
|
2021
Q3 | $625K | Sell |
11,905
-49
| -0.4% | -$2.57K | 0.06% | 115 |
|
|
2021
Q2 | $647K | Buy |
11,954
+504
| +4% | +$27.3K | 0.07% | 112 |
|
|
2021
Q1 | $604K | Buy |
11,450
+2,262
| +25% | +$119K | 0.07% | 111 |
|
|
2020
Q4 | $504K | Buy |
9,188
+1,150
| +14% | +$63.1K | 0.07% | 105 |
|
|
2020
Q3 | $397K | Sell |
8,038
-2,434
| -23% | -$120K | 0.06% | 110 |
|
|
2020
Q2 | $468K | Sell |
10,472
-60
| -0.6% | -$2.68K | 0.09% | 106 |
|
|
2020
Q1 | $466K | Buy |
10,532
+2,532
| +32% | +$112K | 0.13% | 75 |
|
|
2019
Q4 | $443K | Sell |
8,000
-514
| -6% | -$28.5K | 0.14% | 54 |
|
|
2019
Q3 | $464K | Buy |
8,514
+2,314
| +37% | +$126K | 0.14% | 58 |
|
|
2019
Q2 | $316K | Hold |
6,200
| – | – | 0.1% | 77 |
|
|
2019
Q1 | $291K | Sell |
6,200
-209
| -3% | -$9.81K | 0.1% | 80 |
|
|
2018
Q4 | $303K | Sell |
6,409
-1,697
| -21% | -$80.2K | 0.11% | 76 |
|
|
2018
Q3 | $374K | Sell |
8,106
-568
| -7% | -$26.2K | 0.12% | 76 |
|
|
2018
Q2 | $380K | Sell |
8,674
-239
| -3% | -$10.5K | 0.11% | 77 |
|
|
2018
Q1 | $387K | Sell |
8,913
-300
| -3% | -$13K | 0.12% | 74 |
|
|
2017
Q4 | $423K | Sell |
9,213
-1,755
| -16% | -$80.6K | 0.12% | 75 |
|
|
2017
Q3 | $494K | Sell |
10,968
-479
| -4% | -$21.6K | 0.15% | 64 |
|
|
2017
Q2 | $518K | Sell |
11,447
-1,352
| -11% | -$61.2K | 0.16% | 61 |
|
|
2017
Q1 | $548K | Sell |
12,799
-503
| -4% | -$21.5K | 0.19% | 58 |
|
|
2016
Q4 | $552K | Buy |
13,302
+1,626
| +14% | +$67.5K | 0.19% | 56 |
|
|
2016
Q3 | $494K | Buy |
+11,676
| New | +$494K | 0.18% | 44 |
|
|
2015
Q1 | – | Sell |
-5,650
| Closed | -$239K | – | 59 |
|
|
2014
Q4 | $239K | Sell |
5,650
-2,297
| -29% | -$97.2K | 0.13% | 56 |
|
|
2014
Q3 | $339K | Buy |
7,947
+17
| +0.2% | +$725 | 0.25% | 43 |
|
|
2014
Q2 | $336K | Buy |
7,930
+4
| +0.1% | +$169 | 0.29% | 41 |
|
|
2014
Q1 | $309K | Buy |
7,926
+1,212
| +18% | +$47.3K | 0.24% | 45 |
|
|
2013
Q4 | $277K | Buy |
+6,714
| New | +$277K | 0.28% | 47 |
|