JBA
Johnson Bixby & Associates’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
6,121
-259
| -4% | -$18.3K | 0.06% | 79 |
|
|
2025
Q1 | $457K | Hold |
6,380
| – | – | 0.07% | 71 |
|
|
2024
Q4 | $397K | Hold |
6,380
| – | – | 0.06% | 77 |
|
|
2024
Q3 | $458K | Buy |
6,380
+25
| +0.4% | +$1.8K | 0.07% | 74 |
|
|
2024
Q2 | $404K | Hold |
6,355
| – | – | 0.07% | 72 |
|
|
2024
Q1 | $389K | Hold |
6,355
| – | – | 0.07% | 74 |
|
|
2023
Q4 | $375K | Hold |
6,355
| – | – | 0.07% | 70 |
|
|
2023
Q3 | $356K | Sell |
6,355
-142
| -2% | -$7.95K | 0.07% | 68 |
|
|
2023
Q2 | $391K | Buy |
6,497
+142
| +2% | +$8.55K | 0.08% | 64 |
|
|
2023
Q1 | $394K | Hold |
6,355
| – | – | 0.09% | 64 |
|
|
2022
Q4 | $404K | Buy |
6,355
+20
| +0.3% | +$1.27K | 0.09% | 62 |
|
|
2022
Q3 | $355K | Hold |
6,335
| – | – | 0.09% | 66 |
|
|
2022
Q2 | $399K | Hold |
6,335
| – | – | 0.1% | 65 |
|
|
2022
Q1 | $393K | Hold |
6,335
| – | – | 0.1% | 58 |
|
|
2021
Q4 | $375K | Sell |
6,335
-826
| -12% | -$48.9K | 0.1% | 61 |
|
|
2021
Q3 | $376K | Hold |
7,161
| – | – | 0.11% | 57 |
|
|
2021
Q2 | $405K | Hold |
7,161
| – | – | 0.12% | 56 |
|
|
2021
Q1 | $377K | Sell |
7,161
-2
| -0% | -$105 | 0.12% | 50 |
|
|
2020
Q4 | $393K | Buy |
+7,163
| New | +$393K | 0.13% | 50 |
|