Golden State 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 | $288K | Sell |
4,069
-85
| -2% | -$6.01K | 0.04% | 308 |
|
|
2025
Q1 | $298K | Buy |
4,154
+720
| +21% | +$51.6K | 0.04% | 288 |
|
|
2024
Q4 | $214K | Buy |
+3,434
| New | +$214K | 0.03% | 311 |
|
|
2022
Q1 | $204K | Sell |
3,289
-6,350
| -66% | -$394K | 0.04% | 294 |
|
|
2021
Q4 | $571K | Buy |
+9,639
| New | +$571K | 0.1% | 187 |
|
|
2021
Q1 | – | Sell |
-8,498
| Closed | -$466K | – | 221 |
|
|
2020
Q4 | $466K | Buy |
8,498
+2,526
| +42% | +$139K | 0.14% | 131 |
|
|
2020
Q3 | $295K | Sell |
5,972
-6,274
| -51% | -$310K | 0.1% | 145 |
|
|
2020
Q2 | $547K | Buy |
12,246
+5,866
| +92% | +$262K | 0.18% | 96 |
|
|
2020
Q1 | $282K | Buy |
6,380
+1,289
| +25% | +$57K | 0.12% | 120 |
|
|
2019
Q4 | $282K | Sell |
5,091
-2,147
| -30% | -$119K | 0.05% | 42 |
|
|
2019
Q3 | $394K | Buy |
7,238
+2,938
| +68% | +$160K | 0.13% | 126 |
|
|
2019
Q2 | $218K | Sell |
4,300
-105
| -2% | -$5.32K | 0.07% | 212 |
|
|
2019
Q1 | $206K | Buy |
+4,405
| New | +$206K | 0.07% | 221 |
|