PBMares 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 | $284K | Buy |
4,008
+1
| +0% | +$71 | 0.05% | 152 |
|
|
2025
Q1 | $287K | Sell |
4,007
-524
| -12% | -$37.5K | 0.06% | 151 |
|
|
2024
Q4 | $282K | Buy |
4,531
+134
| +3% | +$8.34K | 0.06% | 152 |
|
|
2024
Q3 | $316K | Buy |
4,397
+2
| +0% | +$144 | 0.07% | 143 |
|
|
2024
Q2 | $280K | Buy |
4,395
+1,051
| +31% | +$66.9K | 0.07% | 147 |
|
|
2024
Q1 | $205K | Buy |
+3,344
| New | +$205K | 0.05% | 173 |
|
|
2023
Q2 | – | Sell |
-3,399
| Closed | -$211K | – | 170 |
|
|
2023
Q1 | $211K | Hold |
3,399
| – | – | 0.08% | 161 |
|
|
2022
Q4 | $216K | Buy |
+3,399
| New | +$216K | 0.09% | 154 |
|
|
2022
Q3 | – | Sell |
-3,404
| Closed | -$214K | – | 159 |
|
|
2022
Q2 | $214K | Sell |
3,404
-384
| -10% | -$24.1K | 0.09% | 144 |
|
|
2022
Q1 | $235K | Sell |
3,788
-274
| -7% | -$17K | 0.14% | 135 |
|
|
2021
Q4 | $241K | Sell |
4,062
-838
| -17% | -$49.7K | 0.1% | 141 |
|
|
2021
Q3 | $257K | Sell |
4,900
-380
| -7% | -$19.9K | 0.12% | 131 |
|
|
2021
Q2 | $286K | Buy |
5,280
+900
| +21% | +$48.8K | 0.16% | 119 |
|
|
2021
Q1 | $231K | Buy |
+4,380
| New | +$231K | 0.19% | 130 |
|