HighMark 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 | $67.4K | Buy |
953
+6
| +0.6% | +$425 | 0.03% | 136 |
|
|
2025
Q1 | $67.8K | Hold |
947
| – | – | 0.04% | 111 |
|
|
2024
Q4 | $59K | Buy |
947
+11
| +1% | +$685 | 0.03% | 113 |
|
|
2024
Q3 | $67.2K | Buy |
936
+6
| +0.6% | +$431 | 0.04% | 126 |
|
|
2024
Q2 | $59.2K | Buy |
930
+29
| +3% | +$1.85K | 0.04% | 124 |
|
|
2024
Q1 | $55.1K | Hold |
901
| – | – | 0.03% | 128 |
|
|
2023
Q4 | $53.1K | Sell |
901
-54
| -6% | -$3.18K | 0.04% | 123 |
|
|
2023
Q3 | $53.4K | Buy |
955
+38
| +4% | +$2.13K | 0.04% | 111 |
|
|
2023
Q2 | $55.3K | Buy |
917
+7
| +0.8% | +$422 | 0.04% | 112 |
|
|
2023
Q1 | $56.4K | Buy |
910
+33
| +4% | +$2.05K | 0.04% | 128 |
|
|
2022
Q4 | $55.8K | Buy |
877
+11
| +1% | +$700 | 0.04% | 95 |
|
|
2022
Q3 | $49K | Buy |
866
+5
| +0.6% | +$283 | 0.04% | 96 |
|
|
2022
Q2 | $54K | Buy |
861
+6
| +0.7% | +$376 | 0.04% | 98 |
|
|
2022
Q1 | $53K | Hold |
855
| – | – | 0.04% | 102 |
|
|
2021
Q4 | $51K | Buy |
855
+11
| +1% | +$656 | 0.03% | 118 |
|
|
2021
Q3 | $44K | Buy |
844
+6
| +0.7% | +$313 | 0.03% | 122 |
|
|
2021
Q2 | $45K | Buy |
838
+5
| +0.6% | +$268 | 0.03% | 122 |
|
|
2021
Q1 | $44K | Hold |
833
| – | – | 0.04% | 107 |
|
|
2020
Q4 | $46K | Buy |
833
+12
| +1% | +$663 | 0.04% | 99 |
|
|
2020
Q3 | $41K | Sell |
821
-486
| -37% | -$24.3K | 0.04% | 117 |
|
|
2020
Q2 | $58K | Buy |
1,307
+11
| +0.8% | +$488 | 0.06% | 72 |
|
|
2020
Q1 | $57K | Buy |
1,296
+488
| +60% | +$21.5K | 0.07% | 61 |
|
|
2019
Q4 | $44K | Buy |
+808
| New | +$44K | 0.05% | 88 |
|