HHM 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 | $871K | Sell |
12,307
-86
| -0.7% | -$6.08K | 0.1% | 74 |
|
|
2025
Q1 | $888K | Buy |
12,393
+1,930
| +18% | +$138K | 0.12% | 71 |
|
|
2024
Q4 | $651K | Buy |
10,463
+1,313
| +14% | +$81.7K | 0.09% | 91 |
|
|
2024
Q3 | $657K | Sell |
9,150
-868
| -9% | -$62.4K | 0.09% | 78 |
|
|
2024
Q2 | $638K | Buy |
10,018
+4,160
| +71% | +$265K | 0.1% | 79 |
|
|
2024
Q1 | $358K | Sell |
5,858
-325
| -5% | -$19.9K | 0.06% | 95 |
|
|
2023
Q4 | $364K | Buy |
6,183
+940
| +18% | +$55.4K | 0.06% | 88 |
|
|
2023
Q3 | $294K | Sell |
5,243
-270
| -5% | -$15.1K | 0.06% | 102 |
|
|
2023
Q2 | $332K | Sell |
5,513
-40
| -0.7% | -$2.41K | 0.06% | 95 |
|
|
2023
Q1 | $344K | Buy |
5,553
+199
| +4% | +$12.3K | 0.07% | 91 |
|
|
2022
Q4 | $341K | Sell |
5,354
-2
| -0% | -$127 | 0.08% | 83 |
|
|
2022
Q3 | $300K | Sell |
5,356
-2,673
| -33% | -$150K | 0.08% | 82 |
|
|
2022
Q2 | $505K | Buy |
8,029
+675
| +9% | +$42.5K | 0.13% | 64 |
|
|
2022
Q1 | $456K | Sell |
7,354
-10
| -0.1% | -$620 | 0.11% | 76 |
|
|
2021
Q4 | $436K | Hold |
7,364
| – | – | 0.11% | 78 |
|
|
2021
Q3 | $386K | Sell |
7,364
-957
| -12% | -$50.2K | 0.1% | 79 |
|
|
2021
Q2 | $450K | Hold |
8,321
| – | – | 0.12% | 70 |
|
|
2021
Q1 | $439K | Hold |
8,321
| – | – | 0.14% | 62 |
|
|
2020
Q4 | $456K | Sell |
8,321
-475
| -5% | -$26K | 0.16% | 54 |
|
|
2020
Q3 | $434K | Buy |
8,796
+276
| +3% | +$13.6K | 0.17% | 48 |
|
|
2020
Q2 | $381K | Buy |
8,520
+400
| +5% | +$17.9K | 0.16% | 49 |
|
|
2020
Q1 | $359K | Buy |
8,120
+3,346
| +70% | +$148K | 0.18% | 48 |
|
|
2019
Q4 | $264K | Sell |
4,774
-123
| -3% | -$6.8K | 0.13% | 67 |
|
|
2019
Q3 | $267K | Buy |
4,897
+18
| +0.4% | +$981 | 0.15% | 65 |
|
|
2019
Q2 | $248K | Buy |
4,879
+600
| +14% | +$30.5K | 0.15% | 64 |
|
|
2019
Q1 | $201K | Buy |
+4,279
| New | +$201K | 0.13% | 66 |
|