Horizon 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 | $415K | Sell |
5,859
-35
| -0.6% | -$2.48K | 0.07% | 67 |
|
|
2025
Q1 | $422K | Buy |
5,894
+2,359
| +67% | +$169K | 0.07% | 62 |
|
|
2024
Q4 | $220K | Buy |
3,535
+39
| +1% | +$2.43K | 0.04% | 86 |
|
|
2024
Q3 | $251K | Buy |
3,496
+20
| +0.6% | +$1.44K | 0.05% | 68 |
|
|
2024
Q2 | $221K | Sell |
3,476
-244
| -7% | -$15.5K | 0.05% | 67 |
|
|
2024
Q1 | $228K | Sell |
3,720
-218
| -6% | -$13.3K | 0.06% | 71 |
|
|
2023
Q4 | $232K | Buy |
3,938
+14
| +0.4% | +$825 | 0.06% | 69 |
|
|
2023
Q3 | $220K | Buy |
3,924
+55
| +1% | +$3.08K | 0.09% | 67 |
|
|
2023
Q2 | $233K | Buy |
3,869
+16
| +0.4% | +$963 | 0.09% | 66 |
|
|
2023
Q1 | $239K | Sell |
3,853
-2,556
| -40% | -$159K | 0.18% | 64 |
|
|
2022
Q4 | $408K | Buy |
6,409
+734
| +13% | +$46.7K | 0.33% | 32 |
|
|
2022
Q3 | $318K | Sell |
5,675
-631
| -10% | -$35.4K | 0.23% | 40 |
|
|
2022
Q2 | $397K | Buy |
6,306
+861
| +16% | +$54.2K | 0.16% | 59 |
|
|
2022
Q1 | $338K | Buy |
+5,445
| New | +$338K | 0.11% | 76 |
|