Journey Strategic Wealth’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 | $2.01M | Buy |
28,348
+16,809
| +146% | +$1.19M | 0.07% | 92 |
|
|
2025
Q1 | $826K | Buy |
11,539
+918
| +9% | +$65.7K | 0.03% | 156 |
|
|
2024
Q4 | $661K | Sell |
10,621
-543
| -5% | -$33.8K | 0.02% | 175 |
|
|
2024
Q3 | $802K | Buy |
11,164
+1,156
| +12% | +$83.1K | 0.03% | 154 |
|
|
2024
Q2 | $637K | Buy |
10,008
+1,715
| +21% | +$109K | 0.03% | 138 |
|
|
2024
Q1 | $507K | Buy |
8,293
+3,786
| +84% | +$232K | 0.02% | 131 |
|
|
2023
Q4 | $266K | Sell |
4,507
-477
| -10% | -$28.1K | 0.01% | 158 |
|
|
2023
Q3 | $279K | Sell |
4,984
-946
| -16% | -$53K | 0.01% | 127 |
|
|
2023
Q2 | $357K | Sell |
5,930
-6,186
| -51% | -$372K | 0.02% | 106 |
|
|
2023
Q1 | $752K | Buy |
12,116
+926
| +8% | +$57.4K | 0.08% | 76 |
|
|
2022
Q4 | $712K | Sell |
11,190
-719
| -6% | -$45.7K | 0.08% | 74 |
|
|
2022
Q3 | $667K | Buy |
11,909
+3,803
| +47% | +$213K | 0.09% | 52 |
|
|
2022
Q2 | $510K | Sell |
8,106
-1,632
| -17% | -$103K | 0.07% | 57 |
|
|
2022
Q1 | $604K | Buy |
9,738
+420
| +5% | +$26.1K | 0.07% | 44 |
|
|
2021
Q4 | $552K | Buy |
+9,318
| New | +$552K | 0.06% | 64 |
|