JWA
JFS Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
28,573
+138
| +0.5% | +$9.76K | 0.13% | 101 |
|
|
2025
Q1 | $2.04M | Buy |
28,435
+996
| +4% | +$71.3K | 0.14% | 92 |
|
|
2024
Q4 | $1.71M | Sell |
27,439
-120
| -0.4% | -$7.47K | 0.12% | 101 |
|
|
2024
Q3 | $1.98M | Buy |
27,559
+3,073
| +13% | +$221K | 0.13% | 96 |
|
|
2024
Q2 | $1.56M | Sell |
24,486
-177
| -0.7% | -$11.3K | 0.12% | 93 |
|
|
2024
Q1 | $1.51M | Buy |
24,663
+101
| +0.4% | +$6.18K | 0.12% | 91 |
|
|
2023
Q4 | $1.45M | Buy |
24,562
+90
| +0.4% | +$5.3K | 0.12% | 88 |
|
|
2023
Q3 | $1.37M | Buy |
24,472
+259
| +1% | +$14.5K | 0.13% | 95 |
|
|
2023
Q2 | $1.46M | Sell |
24,213
-143
| -0.6% | -$8.61K | 0.13% | 95 |
|
|
2023
Q1 | $1.51M | Buy |
24,356
+12,181
| +100% | +$756K | 0.14% | 91 |
|
|
2022
Q4 | $774K | Sell |
12,175
-2,210
| -15% | -$141K | 0.08% | 122 |
|
|
2022
Q3 | $806K | Sell |
14,385
-597
| -4% | -$33.5K | 0.09% | 116 |
|
|
2022
Q2 | $943K | Buy |
14,982
+132
| +0.9% | +$8.31K | 0.1% | 106 |
|
|
2022
Q1 | $921K | Sell |
14,850
-8,200
| -36% | -$509K | 0.09% | 121 |
|
|
2021
Q4 | $1.37M | Sell |
23,050
-755
| -3% | -$44.7K | 0.13% | 103 |
|
|
2021
Q3 | $1.25M | Buy |
23,805
+6,438
| +37% | +$338K | 0.13% | 102 |
|
|
2021
Q2 | $940K | Buy |
17,367
+383
| +2% | +$20.7K | 0.14% | 91 |
|
|
2021
Q1 | $895K | Hold |
16,984
| – | – | 0.18% | 80 |
|
|
2020
Q4 | $931K | Buy |
16,984
+112
| +0.7% | +$6.14K | 0.2% | 77 |
|
|
2020
Q3 | $833K | Buy |
16,872
+9
| +0.1% | +$444 | 0.2% | 74 |
|
|
2020
Q2 | $753K | Sell |
16,863
-791
| -4% | -$35.3K | 0.2% | 75 |
|
|
2020
Q1 | $781K | Buy |
17,654
+640
| +4% | +$28.3K | 0.23% | 72 |
|
|
2019
Q4 | $942K | Buy |
17,014
+288
| +2% | +$15.9K | 0.23% | 75 |
|
|
2019
Q3 | $911K | Buy |
16,726
+556
| +3% | +$30.3K | 0.23% | 77 |
|
|
2019
Q2 | $823K | Buy |
16,170
+3
| +0% | +$153 | 0.21% | 79 |
|
|
2019
Q1 | $758K | Hold |
16,167
| – | – | 0.2% | 79 |
|
|
2018
Q4 | $765K | Sell |
16,167
-177
| -1% | -$8.38K | 0.2% | 76 |
|
|
2018
Q3 | $755K | Sell |
16,344
-13
| -0.1% | -$601 | 0.19% | 75 |
|
|
2018
Q2 | $717K | Buy |
16,357
+88
| +0.5% | +$3.86K | 0.19% | 76 |
|
|
2018
Q1 | $707K | Sell |
16,269
-300
| -2% | -$13K | 0.19% | 76 |
|
|
2017
Q4 | $760K | Buy |
16,569
+121
| +0.7% | +$5.55K | 0.19% | 76 |
|
|
2017
Q3 | $740K | Sell |
16,448
-597
| -4% | -$26.9K | 0.19% | 70 |
|
|
2017
Q2 | $764K | Buy |
17,045
+4
| +0% | +$179 | 0.21% | 67 |
|
|
2017
Q1 | $707K | Hold |
17,041
| – | – | 0.19% | 76 |
|
|
2016
Q4 | $707K | Buy |
17,041
+5
| +0% | +$207 | 0.19% | 76 |
|
|
2016
Q3 | $721K | Buy |
17,036
+3
| +0% | +$127 | 0.21% | 74 |
|
|
2016
Q2 | $772K | Sell |
17,033
-29
| -0.2% | -$1.31K | 0.21% | 74 |
|
|
2016
Q1 | $792K | Buy |
17,062
+32
| +0.2% | +$1.49K | 0.23% | 69 |
|
|
2015
Q4 | $732K | Buy |
17,030
+6
| +0% | +$258 | 0.21% | 72 |
|
|
2015
Q3 | $683K | Sell |
17,024
-398
| -2% | -$16K | 0.3% | 58 |
|
|
2015
Q2 | $683K | Sell |
17,422
-1,124
| -6% | -$44.1K | 0.35% | 51 |
|
|
2015
Q1 | $752K | Hold |
18,546
| – | – | 0.35% | 50 |
|
|
2014
Q4 | $783K | Buy |
18,546
+904
| +5% | +$38.2K | 0.12% | 40 |
|
|
2014
Q3 | $753K | Hold |
17,642
| – | – | 0.13% | 37 |
|
|
2014
Q2 | $747K | Sell |
17,642
-167
| -0.9% | -$7.07K | 0.14% | 39 |
|
|
2014
Q1 | $688K | Buy |
17,809
+170
| +1% | +$6.57K | 0.38% | 49 |
|
|
2013
Q4 | $729K | Sell |
17,639
-317
| -2% | -$13.1K | 0.32% | 48 |
|
|
2013
Q3 | $680K | Buy |
17,956
+597
| +3% | +$22.6K | 0.32% | 49 |
|
|
2013
Q2 | $696K | Buy |
+17,359
| New | +$696K | 0.35% | 50 |
|