OBWP
O'Brien Wealth Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
1,734
+12
| +0.7% | +$849 | 0.02% | 57 |
|
|
2025
Q1 | $123K | Buy |
1,722
+20
| +1% | +$1.43K | 0.02% | 53 |
|
|
2024
Q4 | $106K | Sell |
1,702
-61
| -3% | -$3.8K | 0.02% | 53 |
|
|
2024
Q3 | $127K | Sell |
1,763
-44
| -2% | -$3.16K | 0.02% | 51 |
|
|
2024
Q2 | $115K | Sell |
1,807
-190
| -10% | -$12.1K | 0.03% | 49 |
|
|
2024
Q1 | $122K | Sell |
1,997
-1,005
| -33% | -$61.5K | 0.03% | 51 |
|
|
2023
Q4 | $177K | Buy |
3,002
+89
| +3% | +$5.24K | 0.05% | 45 |
|
|
2023
Q3 | $163K | Buy |
2,913
+1
| +0% | +$56 | 0.05% | 45 |
|
|
2023
Q2 | $175K | Buy |
2,912
+1
| +0% | +$60 | 0.05% | 43 |
|
|
2023
Q1 | $181K | Sell |
2,911
-1,660
| -36% | -$103K | 0.06% | 45 |
|
|
2022
Q4 | $291K | Buy |
+4,571
| New | +$291K | 0.12% | 32 |
|
|
2022
Q3 | – | Sell |
-2,747
| Closed | -$173K | – | 62 |
|
|
2022
Q2 | $173K | Buy |
2,747
+17
| +0.6% | +$1.07K | 0.07% | 52 |
|
|
2022
Q1 | $176K | Sell |
2,730
-165
| -6% | -$10.6K | 0.07% | 45 |
|
|
2021
Q4 | $179K | Buy |
+2,895
| New | +$179K | 0.06% | 42 |
|
|
2021
Q1 | – | Sell |
-4,629
| Closed | -$236K | – | 44 |
|
|
2020
Q4 | $236K | Buy |
4,629
+81
| +2% | +$4.13K | 0.09% | 31 |
|
|
2020
Q3 | $229K | Buy |
+4,548
| New | +$229K | 0.09% | 31 |
|
|
2020
Q1 | – | Sell |
-4,042
| Closed | -$221K | – | 40 |
|
|
2019
Q4 | $221K | Sell |
4,042
-1,290
| -24% | -$70.5K | 0.16% | 40 |
|
|
2019
Q3 | $290K | Buy |
+5,332
| New | +$290K | 0.23% | 29 |
|
|
2018
Q4 | – | Sell |
-3,410
| Closed | -$158K | – | 142 |
|
|
2018
Q3 | $158K | Buy |
3,410
+3,260
| +2,173% | +$151K | 0.1% | 39 |
|
|
2018
Q2 | $7K | Sell |
150
-1,150
| -88% | -$53.7K | 0.01% | 66 |
|
|
2018
Q1 | $56K | Buy |
+1,300
| New | +$56K | 0.04% | 61 |
|