Marks Group 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 | $2.3M | Sell |
32,536
-719
| -2% | -$50.9K | 0.21% | 112 |
|
|
2025
Q1 | $2.38M | Buy |
33,255
+745
| +2% | +$53.4K | 0.23% | 111 |
|
|
2024
Q4 | $2.02M | Sell |
32,510
-80
| -0.2% | -$4.98K | 0.2% | 122 |
|
|
2024
Q3 | $2.34M | Sell |
32,590
-173
| -0.5% | -$12.4K | 0.22% | 111 |
|
|
2024
Q2 | $2.09M | Sell |
32,763
-220
| -0.7% | -$14K | 0.22% | 114 |
|
|
2024
Q1 | $2.02M | Sell |
32,983
-1,883
| -5% | -$115K | 0.21% | 121 |
|
|
2023
Q4 | $2.05M | Sell |
34,866
-4,164
| -11% | -$245K | 0.23% | 123 |
|
|
2023
Q3 | $2.18M | Sell |
39,030
-2,443
| -6% | -$137K | 0.27% | 109 |
|
|
2023
Q2 | $2.5M | Sell |
41,473
-1,395
| -3% | -$84K | 0.3% | 102 |
|
|
2023
Q1 | $2.66M | Buy |
42,868
+4,276
| +11% | +$265K | 0.34% | 99 |
|
|
2022
Q4 | $2.45M | Buy |
38,592
+4,004
| +12% | +$255K | 0.34% | 101 |
|
|
2022
Q3 | $1.94M | Buy |
34,588
+4,045
| +13% | +$227K | 0.29% | 104 |
|
|
2022
Q2 | $1.92M | Buy |
30,543
+4,963
| +19% | +$312K | 0.28% | 108 |
|
|
2022
Q1 | $1.59M | Buy |
25,580
+6,057
| +31% | +$376K | 0.2% | 124 |
|
|
2021
Q4 | $1.16M | Buy |
19,523
+4,500
| +30% | +$266K | 0.14% | 154 |
|
|
2021
Q3 | $786K | Buy |
15,023
+991
| +7% | +$51.8K | 0.11% | 172 |
|
|
2021
Q2 | $757K | Buy |
14,032
+775
| +6% | +$41.8K | 0.1% | 156 |
|
|
2021
Q1 | $696K | Buy |
13,257
+868
| +7% | +$45.6K | 0.1% | 156 |
|
|
2020
Q4 | $679K | Buy |
12,389
+62
| +0.5% | +$3.4K | 0.11% | 157 |
|
|
2020
Q3 | $609K | Buy |
12,327
+179
| +1% | +$8.84K | 0.11% | 159 |
|
|
2020
Q2 | $547K | Buy |
12,148
+1,306
| +12% | +$58.8K | 0.11% | 152 |
|
|
2020
Q1 | $482K | Buy |
10,842
+323
| +3% | +$14.4K | 0.12% | 149 |
|
|
2019
Q4 | $582K | Buy |
+10,519
| New | +$582K | 0.11% | 160 |
|