Providence Wealth Advisors’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 | $1.9M | Sell |
26,994
-508
| -2% | -$35.7K | 1.3% | 21 |
|
|
2025
Q1 | $1.97M | Sell |
27,502
-57
| -0.2% | -$4.08K | 1.49% | 20 |
|
|
2024
Q4 | $1.68M | Sell |
27,559
-525
| -2% | -$32K | 1.27% | 24 |
|
|
2024
Q3 | $1.9M | Buy |
28,084
+158
| +0.6% | +$10.7K | 1.41% | 22 |
|
|
2024
Q2 | $1.77M | Buy |
27,926
+396
| +1% | +$25.2K | 1.41% | 21 |
|
|
2024
Q1 | $1.66M | Buy |
27,530
+26,132
| +1,869% | +$1.57M | 1.42% | 21 |
|
|
2023
Q4 | $261K | Sell |
1,398
-25,301
| -95% | -$4.73M | 0.24% | 67 |
|
|
2023
Q3 | $1.48M | Buy |
26,699
+279
| +1% | +$15.4K | 1.65% | 20 |
|
|
2023
Q2 | $1.61M | Buy |
26,420
+53
| +0.2% | +$3.24K | 1.78% | 16 |
|
|
2023
Q1 | $1.68M | Sell |
26,367
-1,396
| -5% | -$88.8K | 1.24% | 24 |
|
|
2022
Q4 | $1.73M | Sell |
27,763
-67
| -0.2% | -$4.16K | 1.28% | 25 |
|
|
2022
Q3 | $1.65M | Sell |
27,830
-1,321
| -5% | -$78.5K | 1.23% | 26 |
|
|
2022
Q2 | $1.85M | Buy |
29,151
+1,386
| +5% | +$87.7K | 1.33% | 26 |
|
|
2022
Q1 | $1.75M | Buy |
27,765
+165
| +0.6% | +$10.4K | 1.12% | 30 |
|
|
2021
Q4 | $1.67M | Buy |
27,600
+724
| +3% | +$43.9K | 1.05% | 32 |
|
|
2021
Q3 | $1.42M | Sell |
26,876
-711
| -3% | -$37.6K | 0.99% | 33 |
|
|
2021
Q2 | $1.49M | Buy |
27,587
+148
| +0.5% | +$7.99K | 1.02% | 31 |
|
|
2021
Q1 | $1.45M | Sell |
27,439
-160
| -0.6% | -$8.43K | 1.06% | 31 |
|
|
2020
Q4 | $1.5M | Buy |
27,599
+463
| +2% | +$25.2K | 1.25% | 25 |
|
|
2020
Q3 | $1.34M | Buy |
27,136
+506
| +2% | +$25K | 1.32% | 26 |
|
|
2020
Q2 | $1.19M | Sell |
26,630
-92
| -0.3% | -$4.11K | 1.21% | 29 |
|
|
2020
Q1 | $1.17M | Buy |
26,722
+360
| +1% | +$15.7K | 1.41% | 26 |
|
|
2019
Q4 | $1.45M | Sell |
26,362
-1,493
| -5% | -$82.2K | 1.34% | 25 |
|
|
2019
Q3 | $1.52M | Buy |
27,855
+86
| +0.3% | +$4.68K | 1.35% | 24 |
|
|
2019
Q2 | $1.44M | Sell |
27,769
-305
| -1% | -$15.8K | 1.34% | 26 |
|
|
2019
Q1 | $1.32M | Sell |
28,074
-41
| -0.1% | -$1.93K | 1.24% | 31 |
|
|
2018
Q4 | $1.33M | Buy |
28,115
+167
| +0.6% | +$7.88K | 1.47% | 25 |
|
|
2018
Q3 | $1.29M | Sell |
27,948
-156
| -0.6% | -$7.21K | 1.18% | 31 |
|
|
2018
Q2 | $1.23M | Sell |
28,104
-479
| -2% | -$21K | 1.2% | 33 |
|
|
2018
Q1 | $1.22M | Buy |
+28,583
| New | +$1.22M | 1.81% | 20 |
|