Oxler Private Wealth’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 | $1.17M | Sell |
16,480
-1,495
| -8% | -$106K | 0.37% | 39 |
|
|
2025
Q1 | $1.29M | Buy |
17,975
+114
| +0.6% | +$8.16K | 0.45% | 38 |
|
|
2024
Q4 | $1.11M | Sell |
17,861
-106
| -0.6% | -$6.6K | 0.37% | 42 |
|
|
2024
Q3 | $1.29M | Sell |
17,967
-405
| -2% | -$29.1K | 0.45% | 38 |
|
|
2024
Q2 | $1.17M | Buy |
18,372
+123
| +0.7% | +$7.83K | 0.43% | 39 |
|
|
2024
Q1 | $1.12M | Buy |
18,249
+12,583
| +222% | +$770K | 0.44% | 43 |
|
|
2023
Q4 | $334K | Sell |
5,666
-10,428
| -65% | -$615K | 0.28% | 51 |
|
|
2023
Q3 | $901K | Buy |
16,094
+119
| +0.7% | +$6.66K | 0.45% | 47 |
|
|
2023
Q2 | $962K | Buy |
15,975
+117
| +0.7% | +$7.05K | 0.46% | 47 |
|
|
2023
Q1 | $984K | Hold |
15,858
| – | – | 0.49% | 47 |
|
|
2022
Q4 | $1.01M | Buy |
15,858
+231
| +1% | +$14.7K | 0.54% | 47 |
|
|
2022
Q3 | $876K | Buy |
15,627
+106
| +0.7% | +$5.94K | 0.49% | 50 |
|
|
2022
Q2 | $976K | Buy |
15,521
+109
| +0.7% | +$6.86K | 0.47% | 53 |
|
|
2022
Q1 | $955K | Hold |
15,412
| – | – | 0.43% | 61 |
|
|
2021
Q4 | $912K | Buy |
15,412
+112
| +0.7% | +$6.63K | 0.38% | 67 |
|
|
2021
Q3 | $802K | Hold |
15,300
| – | – | 0.35% | 74 |
|
|
2021
Q2 | $827K | Sell |
15,300
-100
| -0.6% | -$5.41K | 0.36% | 78 |
|
|
2021
Q1 | $811K | Sell |
15,400
-400
| -3% | -$21.1K | 0.41% | 65 |
|
|
2020
Q4 | $866K | Buy |
+15,800
| New | +$866K | 0.49% | 44 |
|