Provident 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 | $492K | Hold |
6,957
| – | – | 0.16% | 43 |
|
|
2025
Q1 | $498K | Hold |
6,957
| – | – | 0.17% | 44 |
|
|
2024
Q4 | $433K | Hold |
6,957
| – | – | 0.14% | 52 |
|
|
2024
Q3 | $500K | Buy |
6,957
+140
| +2% | +$10.1K | 0.17% | 49 |
|
|
2024
Q2 | $434K | Hold |
6,817
| – | – | 0.16% | 50 |
|
|
2024
Q1 | $417K | Hold |
6,817
| – | – | 0.16% | 48 |
|
|
2023
Q4 | $402K | Hold |
6,817
| – | – | 0.18% | 44 |
|
|
2023
Q3 | $382K | Sell |
6,817
-165
| -2% | -$9.24K | 0.19% | 43 |
|
|
2023
Q2 | $420K | Sell |
6,982
-152
| -2% | -$9.15K | 0.21% | 42 |
|
|
2023
Q1 | $443K | Buy |
7,134
+48
| +0.7% | +$2.98K | 0.23% | 39 |
|
|
2022
Q4 | $451K | Sell |
7,086
-8
| -0.1% | -$509 | 0.26% | 37 |
|
|
2022
Q3 | $397K | Hold |
7,094
| – | – | 0.24% | 37 |
|
|
2022
Q2 | $446K | Buy |
7,094
+74
| +1% | +$4.65K | 0.28% | 35 |
|
|
2022
Q1 | $435K | Buy |
7,020
+53
| +0.8% | +$3.28K | 0.26% | 44 |
|
|
2021
Q4 | $413K | Hold |
6,967
| – | – | 0.27% | 41 |
|
|
2021
Q3 | $366K | Hold |
6,967
| – | – | 0.28% | 42 |
|
|
2021
Q2 | $377K | Hold |
6,967
| – | – | 0.32% | 40 |
|
|
2021
Q1 | $367K | Sell |
6,967
-34
| -0.5% | -$1.79K | 0.41% | 39 |
|
|
2020
Q4 | $384K | Sell |
7,001
-7
| -0.1% | -$384 | 0.45% | 30 |
|
|
2020
Q3 | $346K | Hold |
7,008
| – | – | 0.4% | 29 |
|
|
2020
Q2 | $313K | Sell |
7,008
-84
| -1% | -$3.75K | 0.34% | 30 |
|
|
2020
Q1 | $314K | Hold |
7,092
| – | – | 0.38% | 35 |
|
|
2019
Q4 | $393K | Buy |
+7,092
| New | +$393K | 0.35% | 36 |
|