Integrated Wealth Concepts’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
4,638
+1,088
| +31% | +$121K | 0.01% | 1254 |
|
|
2025
Q1 | $479K | Sell |
3,550
-200
| -5% | -$27K | 0.01% | 1166 |
|
|
2024
Q4 | $472K | Buy |
3,750
+30
| +0.8% | +$3.78K | 0.01% | 1150 |
|
|
2024
Q3 | $490K | Sell |
3,720
-360
| -9% | -$47.4K | 0.01% | 1094 |
|
|
2024
Q2 | $443K | Sell |
4,080
-130
| -3% | -$14.1K | 0.01% | 1098 |
|
|
2024
Q1 | $357K | Sell |
4,210
-240
| -5% | -$20.3K | 0.01% | 1230 |
|
|
2023
Q4 | $413K | Buy |
4,450
+10
| +0.2% | +$929 | 0.01% | 1087 |
|
|
2023
Q3 | $283K | Buy |
4,440
+30
| +0.7% | +$1.91K | 0.01% | 1255 |
|
|
2023
Q2 | $280K | Sell |
4,410
-1,230
| -22% | -$78.2K | ﹤0.01% | 1258 |
|
|
2023
Q1 | $302K | Buy |
+5,640
| New | +$302K | 0.01% | 1056 |
|