IWC
Integrated Wealth Concepts’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Buy |
120,712
+2,456
| +2% | +$174K | 0.09% | 223 |
|
|
2025
Q1 | $8.47M | Sell |
118,256
-2,246
| -2% | -$161K | 0.1% | 196 |
|
|
2024
Q4 | $7.5M | Buy |
120,502
+8,066
| +7% | +$502K | 0.09% | 219 |
|
|
2024
Q3 | $8.08M | Sell |
112,436
-7,525
| -6% | -$541K | 0.1% | 198 |
|
|
2024
Q2 | $7.64M | Buy |
119,961
+2,949
| +3% | +$188K | 0.1% | 198 |
|
|
2024
Q1 | $7.16M | Buy |
117,012
+9,309
| +9% | +$570K | 0.1% | 215 |
|
|
2023
Q4 | $6.35M | Sell |
107,703
-4,544
| -4% | -$268K | 0.1% | 207 |
|
|
2023
Q3 | $6.28M | Sell |
112,247
-10,151
| -8% | -$568K | 0.11% | 200 |
|
|
2023
Q2 | $7.37M | Buy |
122,398
+7,250
| +6% | +$437K | 0.13% | 174 |
|
|
2023
Q1 | $7.14M | Buy |
115,148
+9,245
| +9% | +$573K | 0.15% | 154 |
|
|
2022
Q4 | $6.74M | Buy |
105,903
+3,273
| +3% | +$208K | 0.18% | 117 |
|
|
2022
Q3 | $5.75M | Buy |
102,630
+775
| +0.8% | +$43.4K | 0.18% | 118 |
|
|
2022
Q2 | $6.41M | Buy |
101,855
+11,446
| +13% | +$720K | 0.2% | 107 |
|
|
2022
Q1 | $5.61M | Buy |
90,409
+3,978
| +5% | +$247K | 0.17% | 117 |
|
|
2021
Q4 | $5.12M | Buy |
86,431
+7,183
| +9% | +$425K | 0.15% | 119 |
|
|
2021
Q3 | $4.16M | Buy |
79,248
+6,473
| +9% | +$340K | 0.14% | 139 |
|
|
2021
Q2 | $3.94M | Buy |
72,775
+5,661
| +8% | +$306K | 0.14% | 138 |
|
|
2021
Q1 | $3.54M | Buy |
67,114
+25,393
| +61% | +$1.34M | 0.15% | 124 |
|
|
2020
Q4 | $2.29M | Buy |
41,721
+2,665
| +7% | +$146K | 0.11% | 142 |
|
|
2020
Q3 | $1.93M | Buy |
39,056
+1,165
| +3% | +$57.5K | 0.12% | 135 |
|
|
2020
Q2 | $1.69M | Buy |
37,891
+2,442
| +7% | +$109K | 0.12% | 119 |
|
|
2020
Q1 | $1.57M | Buy |
35,449
+527
| +2% | +$23.3K | 0.14% | 107 |
|
|
2019
Q4 | $1.93M | Buy |
34,922
+13,507
| +63% | +$748K | 0.16% | 99 |
|
|
2019
Q3 | $1.17M | Buy |
21,415
+593
| +3% | +$32.3K | 0.13% | 113 |
|
|
2019
Q2 | $1.07M | Buy |
20,822
+4,243
| +26% | +$217K | 0.14% | 116 |
|
|
2019
Q1 | $777K | Buy |
16,579
+3,826
| +30% | +$179K | 0.13% | 125 |
|
|
2018
Q4 | $604K | Buy |
12,753
+2,669
| +26% | +$126K | 0.16% | 112 |
|
|
2018
Q3 | $466K | Sell |
10,084
-760
| -7% | -$35.1K | 0.14% | 124 |
|
|
2018
Q2 | $474K | Buy |
10,844
+741
| +7% | +$32.4K | 0.16% | 113 |
|
|
2018
Q1 | $431K | Buy |
10,103
+510
| +5% | +$21.8K | 0.17% | 111 |
|
|
2017
Q4 | $441K | Buy |
+9,593
| New | +$441K | 0.19% | 103 |
|