Icon Wealth Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $583K | Sell |
10,409
-118
| -1% | -$6.61K | 0.07% | 161 |
|
|
2023
Q2 | $634K | Sell |
10,527
-69
| -0.7% | -$4.16K | 0.07% | 169 |
|
|
2023
Q1 | $657K | Buy |
+10,596
| New | +$657K | 0.07% | 168 |
|
|
2022
Q2 | $485K | Sell |
7,703
-1,748
| -18% | -$110K | 0.06% | 189 |
|
|
2022
Q1 | $586K | Sell |
9,451
-650
| -6% | -$40.3K | 0.06% | 193 |
|
|
2021
Q4 | $598K | Sell |
10,101
-275
| -3% | -$16.3K | 0.06% | 194 |
|
|
2021
Q3 | $544K | Sell |
10,376
-24,974
| -71% | -$1.31M | 0.06% | 216 |
|
|
2021
Q2 | $1.91M | Buy |
35,350
+3,082
| +10% | +$167K | 0.21% | 104 |
|
|
2021
Q1 | $1.7M | Buy |
32,268
+1,874
| +6% | +$98.8K | 0.21% | 100 |
|
|
2020
Q4 | $1.67M | Buy |
30,394
+4,680
| +18% | +$257K | 0.26% | 85 |
|
|
2020
Q3 | $1.27M | Sell |
25,714
-6,642
| -21% | -$328K | 0.25% | 90 |
|
|
2020
Q2 | $1.45M | Buy |
32,356
+24,839
| +330% | +$1.11M | 0.35% | 57 |
|
|
2020
Q1 | $333K | Sell |
7,517
-2,207
| -23% | -$97.8K | 0.13% | 91 |
|
|
2019
Q4 | $538K | Buy |
9,724
+1,032
| +12% | +$57.1K | 0.17% | 66 |
|
|
2019
Q3 | $473K | Sell |
8,692
-258
| -3% | -$14K | 0.16% | 71 |
|
|
2019
Q2 | $456K | Buy |
8,950
+1,120
| +14% | +$57.1K | 0.16% | 75 |
|
|
2019
Q1 | $367K | Buy |
7,830
+70
| +0.9% | +$3.28K | 0.14% | 87 |
|
|
2018
Q4 | $367K | Sell |
7,760
-3,015
| -28% | -$143K | 0.18% | 83 |
|
|
2018
Q3 | $498K | Buy |
10,775
+1,632
| +18% | +$75.4K | 0.21% | 79 |
|
|
2018
Q2 | $401K | Sell |
9,143
-522
| -5% | -$22.9K | 0.17% | 95 |
|
|
2018
Q1 | $424K | Sell |
9,665
-624
| -6% | -$27.4K | 0.23% | 97 |
|
|
2017
Q4 | $472K | Buy |
+10,289
| New | +$472K | 0.23% | 93 |
|