PFG Private 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 | – | Sell |
-2,038
| Closed | -$146K | – | 156 |
|
|
2025
Q1 | $146K | Hold |
2,038
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $127K | Buy |
2,038
+24
| +1% | +$1.49K | 0.07% | 72 |
|
|
2024
Q3 | $145K | Sell |
2,014
-2,268
| -53% | -$163K | 0.08% | 71 |
|
|
2024
Q2 | $273K | Buy |
4,282
+39
| +0.9% | +$2.48K | 0.17% | 39 |
|
|
2024
Q1 | $260K | Buy |
4,243
+55
| +1% | +$3.37K | 0.16% | 39 |
|
|
2023
Q4 | $247K | Buy |
4,188
+774
| +23% | +$45.6K | 0.17% | 34 |
|
|
2023
Q3 | $191K | Sell |
3,414
-3,549
| -51% | -$199K | 0.14% | 35 |
|
|
2023
Q2 | $419K | Buy |
6,963
+126
| +2% | +$7.59K | 0.25% | 28 |
|
|
2023
Q1 | $424K | Buy |
6,837
+4,899
| +253% | +$304K | 0.27% | 28 |
|
|
2022
Q4 | $123K | Buy |
1,938
+23
| +1% | +$1.46K | 0.08% | 72 |
|
|
2022
Q3 | $107K | Buy |
1,915
+11
| +0.6% | +$615 | 0.07% | 72 |
|
|
2022
Q2 | $120K | Buy |
1,904
+11
| +0.6% | +$693 | 0.07% | 82 |
|
|
2022
Q1 | $117K | Sell |
1,893
-1,821
| -49% | -$113K | 0.06% | 85 |
|
|
2021
Q4 | $220K | Buy |
3,714
+326
| +10% | +$19.3K | 0.11% | 59 |
|
|
2021
Q3 | $178K | Buy |
+3,388
| New | +$178K | 0.1% | 58 |
|