Measured Wealth Private Client 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 | $223K | Buy |
+3,152
| New | +$223K | 0.07% | 167 |
|
|
2024
Q3 | – | Sell |
-3,336
| Closed | -$212K | – | 190 |
|
|
2024
Q2 | $212K | Hold |
3,336
| – | – | 0.07% | 173 |
|
|
2024
Q1 | $204K | Buy |
+3,336
| New | +$204K | 0.07% | 180 |
|
|
2023
Q3 | – | Sell |
-3,626
| Closed | -$218K | – | 177 |
|
|
2023
Q2 | $218K | Buy |
3,626
+85
| +2% | +$5.12K | 0.08% | 164 |
|
|
2023
Q1 | $220K | Sell |
3,541
-145
| -4% | -$8.99K | 0.08% | 166 |
|
|
2022
Q4 | $234K | Sell |
3,686
-232
| -6% | -$14.8K | 0.1% | 147 |
|
|
2022
Q3 | $219K | Hold |
3,918
| – | – | 0.1% | 133 |
|
|
2022
Q2 | $246K | Buy |
3,918
+49
| +1% | +$3.08K | 0.11% | 135 |
|
|
2022
Q1 | $240K | Sell |
3,869
-95
| -2% | -$5.89K | 0.09% | 148 |
|
|
2021
Q4 | $235K | Hold |
3,964
| – | – | 0.08% | 145 |
|
|
2021
Q3 | $208K | Sell |
3,964
-1,030
| -21% | -$54K | 0.08% | 154 |
|
|
2021
Q2 | $270K | Buy |
4,994
+697
| +16% | +$37.7K | 0.09% | 148 |
|
|
2021
Q1 | $226K | Sell |
4,297
-31
| -0.7% | -$1.63K | 0.08% | 141 |
|
|
2020
Q4 | $237K | Sell |
4,328
-460
| -10% | -$25.2K | 0.1% | 120 |
|
|
2020
Q3 | $236K | Sell |
4,788
-59
| -1% | -$2.91K | 0.11% | 111 |
|
|
2020
Q2 | $217K | Sell |
4,847
-1,312
| -21% | -$58.7K | 0.13% | 105 |
|
|
2020
Q1 | $273K | Buy |
+6,159
| New | +$273K | 0.21% | 68 |
|
|
2019
Q3 | – | Sell |
-5,584
| Closed | -$284K | – | 171 |
|
|
2019
Q2 | $284K | Sell |
5,584
-9,035
| -62% | -$460K | 0.16% | 139 |
|
|
2019
Q1 | $685K | Buy |
14,619
+3,440
| +31% | +$161K | 0.42% | 43 |
|
|
2018
Q4 | $529K | Sell |
11,179
-175
| -2% | -$8.28K | 0.48% | 36 |
|
|
2018
Q3 | $526K | Buy |
11,354
+4,509
| +66% | +$209K | 0.32% | 43 |
|
|
2018
Q2 | $300K | Buy |
+6,845
| New | +$300K | 0.24% | 101 |
|
|
2017
Q3 | $91K | Buy |
+2,025
| New | +$91K | 0.12% | 45 |
|