Liberty Wealth Management’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 | $653K | Buy |
9,229
+321
| +4% | +$22.7K | 0.1% | 108 |
|
|
2025
Q1 | $638K | Sell |
8,908
-87
| -1% | -$6.23K | 0.12% | 79 |
|
|
2024
Q4 | $560K | Buy |
8,995
+216
| +2% | +$13.4K | 0.09% | 109 |
|
|
2024
Q3 | $631K | Sell |
8,779
-39,283
| -82% | -$2.82M | 0.11% | 105 |
|
|
2024
Q2 | $527K | Buy |
48,062
+39,259
| +446% | +$430K | 0.1% | 111 |
|
|
2024
Q1 | $539K | Buy |
8,803
+1,286
| +17% | +$78.7K | 0.11% | 101 |
|
|
2023
Q4 | $443K | Buy |
7,517
+384
| +5% | +$22.6K | 0.1% | 104 |
|
|
2023
Q3 | $399K | Buy |
7,133
+31
| +0.4% | +$1.73K | 0.1% | 106 |
|
|
2023
Q2 | $428K | Buy |
7,102
+77
| +1% | +$4.64K | 0.11% | 108 |
|
|
2023
Q1 | $436K | Buy |
+7,025
| New | +$436K | 0.09% | 135 |
|
|
2022
Q3 | $350K | Buy |
6,263
+25
| +0.4% | +$1.4K | 0.09% | 97 |
|
|
2022
Q2 | $390K | Buy |
6,238
+55
| +0.9% | +$3.44K | 0.16% | 93 |
|
|
2022
Q1 | $383K | Sell |
6,183
-388
| -6% | -$24K | 0.14% | 94 |
|
|
2021
Q4 | $389 | Sell |
6,571
-747
| -10% | -$44 | 0.02% | 110 |
|
|
2021
Q3 | $387K | Buy |
7,318
+617
| +9% | +$32.6K | 0.14% | 95 |
|
|
2021
Q2 | $351K | Buy |
6,701
+228
| +4% | +$11.9K | 0.14% | 88 |
|
|
2021
Q1 | $313K | Hold |
6,473
| – | – | 0.15% | 83 |
|
|
2020
Q4 | $313K | Sell |
6,473
-3
| -0% | -$145 | 0.15% | 83 |
|
|
2020
Q3 | $320K | Buy |
6,476
+1,102
| +21% | +$54.5K | 0.19% | 72 |
|
|
2020
Q2 | $240K | Sell |
5,374
-171
| -3% | -$7.64K | 0.17% | 81 |
|
|
2020
Q1 | $245K | Sell |
5,545
-229
| -4% | -$10.1K | 0.21% | 74 |
|
|
2019
Q4 | $319K | Buy |
5,774
+864
| +18% | +$47.7K | 0.25% | 76 |
|
|
2019
Q3 | $267K | Sell |
4,910
-3,554
| -42% | -$193K | 0.25% | 76 |
|
|
2019
Q2 | $431K | Sell |
8,464
-39,858
| -82% | -$2.03M | 0.38% | 57 |
|
|
2019
Q1 | $2.26M | Sell |
48,322
-878
| -2% | -$41.1K | 1.7% | 9 |
|
|
2018
Q4 | $2.33M | Buy |
+49,200
| New | +$2.33M | 1.74% | 11 |
|