GoalVest Advisory’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 | $54.6K | Buy |
772
+350
| +83% | +$24.8K | 0.01% | 199 |
|
|
2025
Q1 | $30.2K | Buy |
422
+54
| +15% | +$3.87K | 0.01% | 213 |
|
|
2024
Q4 | $22.9K | Buy |
368
+3
| +0.8% | +$187 | 0.01% | 238 |
|
|
2024
Q3 | $26.2K | Hold |
365
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $23.2K | Sell |
365
-623
| -63% | -$39.7K | 0.01% | 225 |
|
|
2024
Q1 | $60.4K | Buy |
988
+76
| +8% | +$4.65K | 0.02% | 178 |
|
|
2023
Q4 | $53.7K | Buy |
912
+58
| +7% | +$3.42K | 0.02% | 133 |
|
|
2023
Q3 | $47.8K | Buy |
854
+512
| +150% | +$28.7K | 0.02% | 148 |
|
|
2023
Q2 | $20.6K | Sell |
342
-1,999
| -85% | -$120K | 0.01% | 198 |
|
|
2023
Q1 | $145K | Sell |
2,341
-439
| -16% | -$27.2K | 0.09% | 77 |
|
|
2022
Q4 | $177K | Hold |
2,780
| – | – | 0.11% | 77 |
|
|
2022
Q3 | $156K | Sell |
2,780
-9,499
| -77% | -$533K | 0.11% | 82 |
|
|
2022
Q2 | $777K | Buy |
12,279
+265
| +2% | +$16.8K | 0.49% | 65 |
|
|
2022
Q1 | $745K | Buy |
+12,014
| New | +$745K | 0.42% | 67 |
|
|
2021
Q2 | $591K | Buy |
10,915
+748
| +7% | +$40.5K | 0.37% | 77 |
|
|
2021
Q1 | $536K | Sell |
10,167
-2,963
| -23% | -$156K | 0.4% | 82 |
|
|
2020
Q4 | $720K | Buy |
+13,130
| New | +$720K | 0.61% | 54 |
|