Prestige Wealth Management Group’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 | $784K | Sell |
11,005
-708
| -6% | -$50.4K | 0.16% | 73 |
|
|
2025
Q1 | $845K | Buy |
11,713
+196
| +2% | +$14.1K | 0.18% | 65 |
|
|
2024
Q4 | $717K | Buy |
11,517
+704
| +7% | +$43.8K | 0.15% | 74 |
|
|
2024
Q3 | $782K | Buy |
10,813
+394
| +4% | +$28.5K | 0.16% | 71 |
|
|
2024
Q2 | $668K | Buy |
10,419
+810
| +8% | +$51.9K | 0.14% | 70 |
|
|
2024
Q1 | $593K | Sell |
9,609
-838
| -8% | -$51.7K | 0.13% | 78 |
|
|
2023
Q4 | $616K | Sell |
10,447
-9,333
| -47% | -$550K | 0.14% | 73 |
|
|
2023
Q3 | $1.12M | Buy |
19,780
+536
| +3% | +$30.3K | 0.28% | 51 |
|
|
2023
Q2 | $1.17M | Sell |
19,244
-20,371
| -51% | -$1.24M | 0.28% | 48 |
|
|
2023
Q1 | $2.47M | Buy |
39,615
+19,995
| +102% | +$1.25M | 0.62% | 31 |
|
|
2022
Q4 | $1.25M | Sell |
19,620
-16,503
| -46% | -$1.05M | 0.33% | 45 |
|
|
2022
Q3 | $2.04M | Buy |
36,123
+3,085
| +9% | +$174K | 0.57% | 33 |
|
|
2022
Q2 | $2.09M | Buy |
33,038
+1,589
| +5% | +$101K | 0.57% | 33 |
|
|
2022
Q1 | $1.95M | Buy |
31,449
+20,237
| +180% | +$1.25M | 0.48% | 37 |
|
|
2021
Q4 | $664K | Buy |
11,212
+4,314
| +63% | +$255K | 0.16% | 66 |
|
|
2021
Q3 | $362K | Buy |
6,898
+1,676
| +32% | +$88K | 0.09% | 88 |
|
|
2021
Q2 | $283K | Buy |
5,222
+2,045
| +64% | +$111K | 0.08% | 104 |
|
|
2021
Q1 | $167K | Buy |
3,177
+1
| +0% | +$53 | 0.05% | 135 |
|
|
2020
Q4 | $174K | Sell |
3,176
-661
| -17% | -$36.2K | 0.05% | 129 |
|
|
2020
Q3 | $189K | Buy |
3,837
+398
| +12% | +$19.6K | 0.06% | 121 |
|
|
2020
Q2 | $154K | Buy |
3,439
+145
| +4% | +$6.49K | 0.05% | 117 |
|
|
2020
Q1 | $145K | Buy |
3,294
+1,584
| +93% | +$69.7K | 0.06% | 95 |
|
|
2019
Q4 | $95K | Buy |
1,710
+114
| +7% | +$6.33K | 0.05% | 168 |
|
|
2019
Q3 | $87K | Buy |
1,596
+128
| +9% | +$6.98K | 0.05% | 161 |
|
|
2019
Q2 | $75K | Buy |
1,468
+100
| +7% | +$5.11K | 0.05% | 170 |
|
|
2019
Q1 | $64K | Sell |
1,368
-1,490
| -52% | -$69.7K | 0.04% | 178 |
|
|
2018
Q4 | $135K | Buy |
+2,858
| New | +$135K | 0.1% | 127 |
|