Parisi Gray 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
2025
Q2
$405K Sell
5,726
-117
-2% -$8.28K 0.12% 85
2025
Q1
$418K Hold
5,843
0.14% 82
2024
Q4
$364K Buy
5,843
+2
+0% +$125 0.12% 82
2024
Q3
$420K Sell
5,841
-458
-7% -$32.9K 0.14% 81
2024
Q2
$401K Sell
6,299
-317
-5% -$20.2K 0.14% 81
2024
Q1
$405K Sell
6,616
-128
-2% -$7.83K 0.15% 78
2023
Q4
$397K Sell
6,744
-57
-0.8% -$3.36K 0.16% 76
2023
Q3
$381K Buy
6,801
+194
+3% +$10.9K 0.17% 73
2023
Q2
$410K Buy
6,607
+170
+3% +$10.5K 0.19% 72
2023
Q1
$399K Sell
6,437
-206
-3% -$12.8K 0.25% 60
2022
Q4
$423K Buy
6,643
+226
+4% +$14.4K 0.21% 74
2022
Q3
$359K Sell
6,417
-178
-3% -$9.96K 0.27% 62
2022
Q2
$415K Sell
6,595
-1,781
-21% -$112K 0.22% 71
2022
Q1
$519K Sell
8,376
-36
-0.4% -$2.23K 0.21% 75
2021
Q4
$498K Buy
8,412
+19
+0.2% +$1.13K 0.19% 84
2021
Q3
$445K Sell
8,393
-465
-5% -$24.7K 0.18% 88
2021
Q2
$479K Sell
8,858
-79
-0.9% -$4.27K 0.18% 91
2021
Q1
$471K Buy
8,937
+60
+0.7% +$3.16K 0.2% 85
2020
Q4
$487K Sell
8,877
-173
-2% -$9.49K 0.22% 81
2020
Q3
$447K Sell
9,050
-247
-3% -$12.2K 0.23% 71
2020
Q2
$415K Sell
9,297
-325
-3% -$14.5K 0.24% 71
2020
Q1
$426K Sell
9,622
-256
-3% -$11.3K 0.3% 64
2019
Q4
$547K Sell
9,878
-408
-4% -$22.6K 0.31% 66
2019
Q3
$560K Buy
10,286
+150
+1% +$8.17K 0.37% 62
2019
Q2
$516K Sell
10,136
-80
-0.8% -$4.07K 0.35% 64
2019
Q1
$479K Sell
10,216
-924
-8% -$43.3K 0.31% 66
2018
Q4
$526K Buy
11,140
+63
+0.6% +$2.98K 0.36% 58
2018
Q3
$510K Buy
11,077
+342
+3% +$15.7K 0.31% 73
2018
Q2
$479K Sell
10,735
-1,460
-12% -$65.1K 0.32% 74
2018
Q1
$503K Sell
12,195
-236
-2% -$9.73K 0.39% 64
2017
Q4
$566K Buy
+12,431
New +$566K 0.42% 59