National Wealth Management 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
Q1 | $261K | Buy |
+3,638
| New | +$261K | 0.17% | 119 |
|
|
2024
Q1 | – | Sell |
-4,242
| Closed | -$250K | – | 146 |
|
|
2023
Q4 | $250K | Sell |
4,242
-63
| -1% | -$3.71K | 0.24% | 116 |
|
|
2023
Q3 | $241K | Hold |
4,305
| – | – | 0.26% | 110 |
|
|
2023
Q2 | $262K | Buy |
4,305
+32
| +0.7% | +$1.95K | 0.27% | 102 |
|
|
2023
Q1 | $274K | Sell |
4,273
-29
| -0.7% | -$1.86K | 0.31% | 104 |
|
|
2022
Q4 | $274K | Buy |
+4,302
| New | +$274K | 0.33% | 98 |
|
|
2022
Q3 | – | Sell |
-3,699
| Closed | -$233K | – | 143 |
|
|
2022
Q2 | $233K | Sell |
3,699
-900
| -20% | -$56.6K | 0.29% | 95 |
|
|
2022
Q1 | $285K | Buy |
+4,599
| New | +$285K | 0.28% | 82 |
|