IWS
Insight Wealth Strategies’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
3,137
+243
| +8% | +$17.4K | 0.03% | 159 |
|
|
2025
Q1 | $207K | Buy |
+2,894
| New | +$207K | 0.03% | 155 |
|
|
2024
Q4 | – | Sell |
-2,798
| Closed | -$201K | – | 165 |
|
|
2024
Q3 | $201K | Buy |
+2,798
| New | +$201K | 0.03% | 158 |
|
|
2024
Q1 | – | Sell |
-35,069
| Closed | -$2.07M | – | 173 |
|
|
2023
Q4 | $2.07M | Buy |
35,069
+1,897
| +6% | +$112K | 0.33% | 63 |
|
|
2023
Q3 | $1.86M | Buy |
33,172
+2,755
| +9% | +$154K | 0.36% | 49 |
|
|
2023
Q2 | $1.83M | Buy |
30,417
+317
| +1% | +$19.1K | 0.35% | 51 |
|
|
2023
Q1 | $1.87M | Sell |
30,100
-79
| -0.3% | -$4.9K | 0.37% | 43 |
|
|
2022
Q4 | $1.92M | Buy |
30,179
+54
| +0.2% | +$3.44K | 0.37% | 39 |
|
|
2022
Q3 | $1.9M | Hold |
30,125
| – | – | 0.35% | 39 |
|
|
2022
Q2 | $1.9M | Buy |
30,125
+506
| +2% | +$31.8K | 0.35% | 39 |
|
|
2022
Q1 | $1.84M | Buy |
29,619
+3,297
| +13% | +$204K | 0.27% | 54 |
|
|
2021
Q4 | $1.56M | Buy |
26,322
+3,996
| +18% | +$237K | 0.22% | 65 |
|
|
2021
Q3 | $1.17M | Buy |
22,326
+1,301
| +6% | +$68.2K | 0.16% | 84 |
|
|
2021
Q2 | $1.14M | Sell |
21,025
-7,078
| -25% | -$383K | 0.16% | 81 |
|
|
2021
Q1 | $1.48M | Buy |
28,103
+11,347
| +68% | +$598K | 0.2% | 76 |
|
|
2020
Q4 | $919K | Sell |
16,756
-516
| -3% | -$28.3K | 0.16% | 77 |
|
|
2020
Q3 | $853K | Buy |
17,272
+1,485
| +9% | +$73.3K | 0.16% | 64 |
|
|
2020
Q2 | $705K | Buy |
15,787
+521
| +3% | +$23.3K | 0.16% | 61 |
|
|
2020
Q1 | $676K | Sell |
15,266
-4,426
| -22% | -$196K | 0.18% | 55 |
|
|
2019
Q4 | $1.09M | Buy |
19,692
+2,746
| +16% | +$152K | 0.23% | 76 |
|
|
2019
Q3 | $923K | Buy |
16,946
+2,431
| +17% | +$132K | 0.22% | 71 |
|
|
2019
Q2 | $739K | Buy |
14,515
+1,622
| +13% | +$82.6K | 0.18% | 80 |
|
|
2019
Q1 | $604K | Buy |
12,893
+2,678
| +26% | +$125K | 0.17% | 85 |
|
|
2018
Q4 | $484K | Buy |
+10,215
| New | +$484K | 0.15% | 86 |
|