ISWM
Independent Solutions Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
52,543
+199
| +0.4% | +$14.1K | 0.73% | 43 |
|
|
2025
Q1 | $3.75M | Buy |
52,344
+1,435
| +3% | +$103K | 0.84% | 34 |
|
|
2024
Q4 | $3.17M | Sell |
50,909
-2,005
| -4% | -$125K | 0.69% | 42 |
|
|
2024
Q3 | $3.8M | Sell |
52,914
-7
| -0% | -$503 | 0.86% | 33 |
|
|
2024
Q2 | $3.37M | Buy |
52,921
+199
| +0.4% | +$12.7K | 0.77% | 39 |
|
|
2024
Q1 | $3.23M | Sell |
52,722
-813
| -2% | -$49.7K | 0.77% | 40 |
|
|
2023
Q4 | $3.15M | Buy |
53,535
+1,940
| +4% | +$114K | 0.81% | 38 |
|
|
2023
Q3 | $2.89M | Buy |
51,595
+6,199
| +14% | +$347K | 0.75% | 36 |
|
|
2023
Q2 | $2.73M | Buy |
45,396
+4,869
| +12% | +$293K | 0.69% | 37 |
|
|
2023
Q1 | $2.51M | Sell |
40,527
-1,308
| -3% | -$81.1K | 0.74% | 36 |
|
|
2022
Q4 | $2.66M | Buy |
41,835
+1,626
| +4% | +$103K | 0.81% | 31 |
|
|
2022
Q3 | $2.25M | Buy |
40,209
+4,105
| +11% | +$230K | 0.74% | 35 |
|
|
2022
Q2 | $2.27M | Buy |
36,104
+2,520
| +8% | +$159K | 0.71% | 33 |
|
|
2022
Q1 | $2.08M | Buy |
33,584
+4,354
| +15% | +$270K | 0.49% | 48 |
|
|
2021
Q4 | $1.73M | Buy |
29,230
+2,634
| +10% | +$156K | 0.41% | 65 |
|
|
2021
Q3 | $1.4M | Buy |
26,596
+2,103
| +9% | +$110K | 0.35% | 72 |
|
|
2021
Q2 | $1.33M | Buy |
24,493
+9,625
| +65% | +$521K | 0.32% | 78 |
|
|
2021
Q1 | $784K | Sell |
14,868
-779
| -5% | -$41.1K | 0.22% | 89 |
|
|
2020
Q4 | $858K | Buy |
+15,647
| New | +$858K | 0.27% | 77 |
|