Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $355K | Buy |
5,699
+622
| +12% | +$38.7K | 0.01% | 155 |
|
|
2024
Q3 | $366K | Buy |
5,077
+61
| +1% | +$4.4K | 0.01% | 161 |
|
|
2024
Q2 | $320K | Buy |
5,016
+59
| +1% | +$3.77K | 0.01% | 166 |
|
|
2024
Q1 | $306K | Buy |
4,957
+86
| +2% | +$5.3K | 0.01% | 164 |
|
|
2023
Q4 | $287K | Buy |
4,871
+544
| +13% | +$32.1K | 0.01% | 159 |
|
|
2023
Q3 | $243K | Sell |
4,327
-312
| -7% | -$17.5K | 0.01% | 166 |
|
|
2023
Q2 | $280K | Buy |
4,639
+300
| +7% | +$18.1K | 0.01% | 180 |
|
|
2023
Q1 | $270K | Buy |
4,339
+859
| +25% | +$53.4K | 0.01% | 167 |
|
|
2022
Q4 | $221K | Sell |
3,480
-97
| -3% | -$6.17K | 0.01% | 192 |
|
|
2022
Q3 | $201K | Buy |
3,577
+76
| +2% | +$4.27K | 0.01% | 167 |
|
|
2022
Q2 | $221K | Buy |
3,501
+155
| +5% | +$9.78K | 0.02% | 151 |
|
|
2022
Q1 | $207K | Buy |
+3,346
| New | +$207K | 0.02% | 188 |
|
|
2020
Q2 | – | Sell |
-4,709
| Closed | -$208K | – | 174 |
|
|
2020
Q1 | $208K | Sell |
4,709
-483
| -9% | -$21.3K | 0.05% | 143 |
|
|
2019
Q4 | $287K | Buy |
5,192
+268
| +5% | +$14.8K | 0.06% | 148 |
|
|
2019
Q3 | $268K | Sell |
4,924
-164
| -3% | -$8.93K | 0.05% | 149 |
|
|
2019
Q2 | $2.63K | Buy |
5,088
+270
| +6% | +$139 | 0.05% | 159 |
|
|
2019
Q1 | $226K | Sell |
4,818
-1,375
| -22% | -$64.5K | 0.04% | 181 |
|
|
2018
Q4 | $295K | Buy |
6,193
+178
| +3% | +$8.48K | 0.06% | 124 |
|
|
2018
Q3 | $278K | Sell |
6,015
-310
| -5% | -$14.3K | 0.06% | 148 |
|
|
2018
Q2 | $277K | Buy |
+6,325
| New | +$277K | 0.06% | 141 |
|