Heritage Wealth Advisors’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 | $1.18M | Buy |
16,676
+140
| +0.8% | +$9.91K | 0.06% | 73 |
|
|
2025
Q1 | $1.18M | Sell |
16,536
-84
| -0.5% | -$6.02K | 0.06% | 71 |
|
|
2024
Q4 | $1.03M | Buy |
16,620
+7
| +0% | +$436 | 0.05% | 83 |
|
|
2024
Q3 | $1.19M | Buy |
16,613
+32
| +0.2% | +$2.3K | 0.06% | 78 |
|
|
2024
Q2 | $1.06M | Sell |
16,581
-1,963
| -11% | -$125K | 0.05% | 81 |
|
|
2024
Q1 | $1.13M | Buy |
18,544
+174
| +0.9% | +$10.6K | 0.05% | 80 |
|
|
2023
Q4 | $1.08M | Sell |
18,370
-200
| -1% | -$11.8K | 0.05% | 82 |
|
|
2023
Q3 | $1.04M | Sell |
18,570
-848
| -4% | -$47.5K | 0.06% | 76 |
|
|
2023
Q2 | $1.17M | Sell |
19,418
-200
| -1% | -$12K | 0.06% | 76 |
|
|
2023
Q1 | $1.22M | Sell |
19,618
-2,966
| -13% | -$184K | 0.07% | 70 |
|
|
2022
Q4 | $1.44M | Sell |
22,584
-1,117
| -5% | -$71.1K | 0.08% | 67 |
|
|
2022
Q3 | $1.33M | Hold |
23,701
| – | – | 0.1% | 63 |
|
|
2022
Q2 | $1.49M | Buy |
23,701
+2,035
| +9% | +$128K | 0.1% | 60 |
|
|
2022
Q1 | $1.34M | Sell |
21,666
-216
| -1% | -$13.4K | 0.07% | 65 |
|
|
2021
Q4 | $1.3M | Buy |
21,882
+398
| +2% | +$23.6K | 0.07% | 77 |
|
|
2021
Q3 | $1.13M | Sell |
21,484
-459
| -2% | -$24.1K | 0.07% | 77 |
|
|
2021
Q2 | $1.19M | Buy |
21,943
+503
| +2% | +$27.2K | 0.07% | 75 |
|
|
2021
Q1 | $1.13M | Sell |
21,440
-363
| -2% | -$19.1K | 0.07% | 78 |
|
|
2020
Q4 | $1.2M | Buy |
21,803
+1,117
| +5% | +$61.3K | 0.07% | 81 |
|
|
2020
Q3 | $1.02M | Sell |
20,686
-1,279
| -6% | -$63.1K | 0.13% | 60 |
|
|
2020
Q2 | $981K | Sell |
21,965
-536
| -2% | -$23.9K | 0.14% | 59 |
|
|
2020
Q1 | $996K | Sell |
22,501
-1,685
| -7% | -$74.6K | 0.18% | 59 |
|
|
2019
Q4 | $1.34M | Sell |
24,186
-1,362
| -5% | -$75.4K | 0.18% | 56 |
|
|
2019
Q3 | $1.39M | Buy |
25,548
+2,087
| +9% | +$114K | 0.2% | 50 |
|
|
2019
Q2 | $1.19M | Buy |
23,461
+3,972
| +20% | +$202K | 0.18% | 54 |
|
|
2019
Q1 | $913K | Buy |
19,489
+1,454
| +8% | +$68.1K | 0.15% | 59 |
|
|
2018
Q4 | $853K | Buy |
18,035
+119
| +0.7% | +$5.63K | 0.17% | 59 |
|
|
2018
Q3 | $827K | Buy |
17,916
+125
| +0.7% | +$5.77K | 0.16% | 57 |
|
|
2018
Q2 | $778K | Sell |
17,791
-200
| -1% | -$8.75K | 0.29% | 53 |
|
|
2018
Q1 | $782K | Sell |
17,991
-33
| -0.2% | -$1.43K | 0.32% | 50 |
|
|
2017
Q4 | $827K | Buy |
18,024
+93
| +0.5% | +$4.27K | 0.35% | 51 |
|
|
2017
Q3 | $808K | Buy |
17,931
+227
| +1% | +$10.2K | 0.41% | 49 |
|
|
2017
Q2 | $795K | Hold |
17,704
| – | – | 0.41% | 49 |
|
|
2017
Q1 | $751K | Sell |
17,704
-571
| -3% | -$24.2K | 0.4% | 48 |
|
|
2016
Q4 | $756K | Sell |
18,275
-455
| -2% | -$18.8K | 0.49% | 37 |
|
|
2016
Q3 | $794K | Hold |
18,730
| – | – | 0.55% | 32 |
|
|
2016
Q2 | $849K | Buy |
18,730
+6,107
| +48% | +$277K | 0.57% | 27 |
|
|
2016
Q1 | $586K | Hold |
12,623
| – | – | 0.46% | 31 |
|
|
2015
Q4 | $544K | Sell |
12,623
-41
| -0.3% | -$1.77K | 0.46% | 31 |
|
|
2015
Q3 | $508K | Buy |
12,664
+80
| +0.6% | +$3.21K | 0.44% | 30 |
|
|
2015
Q2 | $494K | Hold |
12,584
| – | – | 0.41% | 45 |
|
|
2015
Q1 | $509K | Hold |
12,584
| – | – | 0.42% | 45 |
|
|
2014
Q4 | $531K | Buy |
12,584
+51
| +0.4% | +$2.15K | 0.47% | 43 |
|
|
2014
Q3 | $536K | Buy |
12,533
+2,177
| +21% | +$93.1K | 0.56% | 36 |
|
|
2014
Q2 | $438K | Hold |
10,356
| – | – | 0.47% | 42 |
|
|
2014
Q1 | $400K | Hold |
10,356
| – | – | 0.46% | 42 |
|
|
2013
Q4 | $429K | Buy |
+10,356
| New | +$429K | 0.54% | 38 |
|