Holistic Financial Partners’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 | $640K | Buy |
9,047
+1,111
| +14% | +$78.6K | 0.28% | 45 |
|
|
2025
Q1 | $568K | Buy |
7,936
+3,783
| +91% | +$271K | 0.27% | 48 |
|
|
2024
Q4 | $259K | Sell |
4,153
-436
| -10% | -$27.1K | 0.13% | 98 |
|
|
2024
Q3 | $330K | Buy |
4,589
+1,035
| +29% | +$74.4K | 0.16% | 75 |
|
|
2024
Q2 | $226K | Sell |
3,554
-836
| -19% | -$53.2K | 0.11% | 103 |
|
|
2024
Q1 | $269K | Buy |
4,390
+510
| +13% | +$31.2K | 0.14% | 93 |
|
|
2023
Q4 | $229K | Sell |
3,880
-3,363
| -46% | -$198K | 0.14% | 102 |
|
|
2023
Q3 | $405K | Buy |
7,243
+81
| +1% | +$4.53K | 0.27% | 48 |
|
|
2023
Q2 | $431K | Sell |
7,162
-476
| -6% | -$28.7K | 0.3% | 45 |
|
|
2023
Q1 | $474K | Sell |
7,638
-554
| -7% | -$34.4K | 0.37% | 42 |
|
|
2022
Q4 | $521K | Sell |
8,192
-117
| -1% | -$7.44K | 0.47% | 31 |
|
|
2022
Q3 | $465K | Buy |
8,309
+228
| +3% | +$12.8K | 0.46% | 32 |
|
|
2022
Q2 | $508K | Sell |
8,081
-101
| -1% | -$6.35K | 0.48% | 34 |
|
|
2022
Q1 | $507K | Sell |
8,182
-1,031
| -11% | -$63.9K | 0.32% | 40 |
|
|
2021
Q4 | $546K | Buy |
9,213
+204
| +2% | +$12.1K | 0.32% | 41 |
|
|
2021
Q3 | $473K | Buy |
9,009
+680
| +8% | +$35.7K | 0.29% | 46 |
|
|
2021
Q2 | $451K | Sell |
8,329
-10
| -0.1% | -$541 | 0.27% | 53 |
|
|
2021
Q1 | $440K | Buy |
8,339
+16
| +0.2% | +$844 | 0.29% | 48 |
|
|
2020
Q4 | $456K | Buy |
8,323
+690
| +9% | +$37.8K | 0.31% | 44 |
|
|
2020
Q3 | $376K | Buy |
7,633
+83
| +1% | +$4.09K | 0.3% | 44 |
|
|
2020
Q2 | $337K | Sell |
7,550
-483
| -6% | -$21.6K | 0.29% | 41 |
|
|
2020
Q1 | $355K | Sell |
8,033
-742
| -8% | -$32.8K | 0.37% | 39 |
|
|
2019
Q4 | $486K | Buy |
8,775
+962
| +12% | +$53.3K | 0.29% | 44 |
|
|
2019
Q3 | $425K | Buy |
7,813
+94
| +1% | +$5.11K | 0.38% | 37 |
|
|
2019
Q2 | $393K | Buy |
7,719
+75
| +1% | +$3.82K | 0.39% | 34 |
|
|
2019
Q1 | $358K | Buy |
7,644
+1,106
| +17% | +$51.8K | 0.15% | 72 |
|
|
2018
Q4 | $310K | Buy |
6,538
+371
| +6% | +$17.6K | 0.32% | 38 |
|
|
2018
Q3 | $285K | Buy |
+6,167
| New | +$285K | 0.27% | 49 |
|
|
2018
Q2 | – | Sell |
-6,145
| Closed | -$267K | – | 216 |
|
|
2018
Q1 | $267K | Buy |
6,145
+30
| +0.5% | +$1.3K | 0.22% | 50 |
|
|
2017
Q4 | $281K | Buy |
+6,115
| New | +$281K | 0.23% | 45 |
|