Meridian Wealth Advisors’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 | $2.74M | Sell |
38,709
-186
| -0.5% | -$13.2K | 0.43% | 50 |
|
|
2025
Q1 | $2.79M | Sell |
38,895
-3,916
| -9% | -$280K | 0.47% | 47 |
|
|
2024
Q4 | $2.67M | Buy |
42,811
+455
| +1% | +$28.3K | 0.44% | 50 |
|
|
2024
Q3 | $3.04M | Sell |
42,356
-881
| -2% | -$63.3K | 0.51% | 48 |
|
|
2024
Q2 | $2.75M | Buy |
43,237
+24,361
| +129% | +$1.55M | 0.49% | 48 |
|
|
2024
Q1 | $1.15M | Sell |
18,876
-1,058
| -5% | -$64.7K | 0.22% | 76 |
|
|
2023
Q4 | $1.17M | Sell |
19,934
-266
| -1% | -$15.7K | 0.26% | 71 |
|
|
2023
Q3 | $1.13M | Sell |
20,200
-147
| -0.7% | -$8.23K | 0.28% | 71 |
|
|
2023
Q2 | $1.23M | Sell |
20,347
-2,149
| -10% | -$129K | 0.3% | 70 |
|
|
2023
Q1 | $1.4M | Hold |
22,496
| – | – | 0.35% | 63 |
|
|
2022
Q4 | $1.43M | Sell |
22,496
-618
| -3% | -$39.3K | 0.37% | 64 |
|
|
2022
Q3 | $1.3M | Buy |
23,114
+500
| +2% | +$28K | 0.36% | 62 |
|
|
2022
Q2 | $1.42M | Sell |
22,614
-2,924
| -11% | -$184K | 0.38% | 61 |
|
|
2022
Q1 | $1.58M | Buy |
25,538
+2,994
| +13% | +$186K | 0.37% | 62 |
|
|
2021
Q4 | $1.34M | Sell |
22,544
-768
| -3% | -$45.5K | 0.32% | 68 |
|
|
2021
Q3 | $1.22M | Sell |
23,312
-225
| -1% | -$11.8K | 0.34% | 68 |
|
|
2021
Q2 | $1.27M | Buy |
23,537
+5,697
| +32% | +$308K | 0.36% | 67 |
|
|
2021
Q1 | $940K | Buy |
17,840
+4,910
| +38% | +$259K | 0.31% | 72 |
|
|
2020
Q4 | $709K | Sell |
12,930
-262
| -2% | -$14.4K | 0.26% | 83 |
|
|
2020
Q3 | $651K | Buy |
13,192
+160
| +1% | +$7.9K | 0.28% | 79 |
|
|
2020
Q2 | $582K | Buy |
13,032
+1,524
| +13% | +$68.1K | 0.27% | 80 |
|
|
2020
Q1 | $509K | Sell |
11,508
-2,878
| -20% | -$127K | 0.28% | 73 |
|
|
2019
Q4 | $796K | Sell |
14,386
-298
| -2% | -$16.5K | 0.31% | 64 |
|
|
2019
Q3 | $799K | Buy |
14,684
+8,180
| +126% | +$445K | 0.34% | 62 |
|
|
2019
Q2 | $340K | Hold |
6,504
| – | – | 0.24% | 91 |
|
|
2019
Q1 | $305K | Buy |
6,504
+40
| +0.6% | +$1.88K | 0.22% | 90 |
|
|
2018
Q4 | $306K | Buy |
+6,464
| New | +$306K | 0.23% | 86 |
|