SPWG
Sage Private Wealth Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,664
| Closed | -$406K | – | 95 |
|
|
2025
Q1 | $406K | Sell |
5,664
-201
| -3% | -$14.4K | 0.31% | 49 |
|
|
2024
Q4 | $365K | Sell |
5,865
-583
| -9% | -$36.3K | 0.27% | 54 |
|
|
2024
Q3 | $463K | Sell |
6,448
-247
| -4% | -$17.8K | 0.36% | 40 |
|
|
2024
Q2 | $426K | Sell |
6,695
-611
| -8% | -$38.9K | 0.36% | 40 |
|
|
2024
Q1 | $447K | Sell |
7,306
-633
| -8% | -$38.7K | 0.36% | 37 |
|
|
2023
Q4 | $468K | Buy |
7,939
+19
| +0.2% | +$1.12K | 0.42% | 26 |
|
|
2023
Q3 | $443K | Buy |
7,920
+170
| +2% | +$9.52K | 0.61% | 16 |
|
|
2023
Q2 | $467K | Sell |
7,750
-253
| -3% | -$15.2K | 0.64% | 15 |
|
|
2023
Q1 | $496K | Sell |
8,003
-761
| -9% | -$47.2K | 0.57% | 13 |
|
|
2022
Q4 | $558K | Buy |
8,764
+54
| +0.6% | +$3.44K | 0.66% | 13 |
|
|
2022
Q3 | $488K | Sell |
8,710
-42
| -0.5% | -$2.35K | 0.64% | 11 |
|
|
2022
Q2 | $551K | Sell |
8,752
-528
| -6% | -$33.2K | 0.79% | 9 |
|
|
2022
Q1 | $575K | Buy |
9,280
+46
| +0.5% | +$2.85K | 0.56% | 13 |
|
|
2021
Q4 | $546K | Buy |
9,234
+268
| +3% | +$15.8K | 0.68% | 11 |
|
|
2021
Q3 | $470K | Sell |
8,966
-134
| -1% | -$7.02K | 0.65% | 14 |
|
|
2021
Q2 | $492K | Buy |
9,100
+198
| +2% | +$10.7K | 0.67% | 14 |
|
|
2021
Q1 | $469K | Buy |
8,902
+755
| +9% | +$39.8K | 0.81% | 13 |
|
|
2020
Q4 | $447K | Buy |
+8,147
| New | +$447K | 1.25% | 9 |
|