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 |
|