Journey Advisory Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
9,552
-116
| -1% | -$8.21K | 0.05% | 185 |
|
|
2025
Q1 | $692K | Sell |
9,668
-184
| -2% | -$13.2K | 0.06% | 174 |
|
|
2024
Q4 | $627K | Hold |
9,852
| – | – | 0.08% | 134 |
|
|
2024
Q3 | $627K | Hold |
9,852
| – | – | 0.08% | 134 |
|
|
2024
Q2 | $627K | Sell |
9,852
-437
| -4% | -$27.8K | 0.07% | 134 |
|
|
2024
Q1 | $629K | Sell |
10,289
-348
| -3% | -$21.3K | 0.08% | 141 |
|
|
2023
Q4 | $627K | Sell |
10,637
-3,893
| -27% | -$229K | 0.09% | 131 |
|
|
2023
Q3 | $813K | Sell |
14,530
-1,470
| -9% | -$82.3K | 0.12% | 117 |
|
|
2023
Q2 | $964K | Buy |
16,000
+5
| +0% | +$301 | 0.14% | 114 |
|
|
2023
Q1 | $992K | Buy |
15,995
+28
| +0.2% | +$1.74K | 0.16% | 113 |
|
|
2022
Q4 | $1.02M | Buy |
15,967
+1,875
| +13% | +$119K | 0.25% | 89 |
|
|
2022
Q3 | $789K | Buy |
14,092
+1,041
| +8% | +$58.3K | 0.2% | 101 |
|
|
2022
Q2 | $842K | Buy |
13,051
+4,222
| +48% | +$272K | 0.19% | 107 |
|
|
2022
Q1 | $547K | Buy |
8,829
+3,413
| +63% | +$211K | 0.14% | 128 |
|
|
2021
Q4 | $321K | Buy |
5,416
+124
| +2% | +$7.35K | 0.09% | 172 |
|
|
2021
Q3 | $278K | Sell |
5,292
-2,467
| -32% | -$130K | 0.09% | 169 |
|
|
2021
Q2 | $420K | Sell |
7,759
-191
| -2% | -$10.3K | 0.13% | 128 |
|
|
2021
Q1 | $419K | Buy |
7,950
+200
| +3% | +$10.5K | 0.15% | 125 |
|
|
2020
Q4 | $425K | Buy |
+7,750
| New | +$425K | 0.16% | 112 |
|