Keystone Wealth Services’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 | $513K | Buy |
7,253
+4,226
| +140% | +$299K | 0.12% | 171 |
|
|
2025
Q1 | $217K | Sell |
3,027
-513
| -14% | -$36.7K | 0.06% | 251 |
|
|
2024
Q4 | $220K | Sell |
3,540
-414
| -10% | -$25.8K | 0.06% | 240 |
|
|
2024
Q3 | $284K | Sell |
3,954
-15
| -0.4% | -$1.08K | 0.08% | 210 |
|
|
2024
Q2 | $253K | Buy |
3,969
+61
| +2% | +$3.88K | 0.08% | 201 |
|
|
2024
Q1 | $239K | Sell |
3,908
-193
| -5% | -$11.8K | 0.08% | 196 |
|
|
2023
Q4 | $242K | Buy |
4,101
+17
| +0.4% | +$1K | 0.08% | 190 |
|
|
2023
Q3 | $229K | Sell |
4,084
-827
| -17% | -$46.3K | 0.09% | 189 |
|
|
2023
Q2 | $296K | Buy |
4,911
+278
| +6% | +$16.7K | 0.11% | 158 |
|
|
2023
Q1 | $287K | Sell |
4,633
-28
| -0.6% | -$1.74K | 0.12% | 150 |
|
|
2022
Q4 | $296K | Buy |
4,661
+415
| +10% | +$26.4K | 0.13% | 144 |
|
|
2022
Q3 | $238K | Sell |
4,246
-188
| -4% | -$10.5K | 0.11% | 141 |
|
|
2022
Q2 | $279K | Buy |
4,434
+12
| +0.3% | +$755 | 0.12% | 130 |
|
|
2022
Q1 | $274K | Hold |
4,422
| – | – | 0.11% | 144 |
|
|
2021
Q4 | $262K | Buy |
+4,422
| New | +$262K | 0.11% | 145 |
|