Salvus 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 | $350K | Buy |
4,948
+113
| +2% | +$8K | 0.2% | 96 |
|
|
2025
Q1 | $346K | Buy |
4,835
+284
| +6% | +$20.3K | 0.22% | 95 |
|
|
2024
Q4 | $283K | Buy |
4,551
+80
| +2% | +$4.98K | 0.18% | 99 |
|
|
2024
Q3 | $321K | Buy |
4,471
+463
| +12% | +$33.3K | 0.2% | 99 |
|
|
2024
Q2 | $255K | Buy |
4,008
+3
| +0.1% | +$191 | 0.18% | 100 |
|
|
2024
Q1 | $245K | Hold |
4,005
| – | – | 0.17% | 100 |
|
|
2023
Q4 | $236K | Buy |
4,005
+315
| +9% | +$18.6K | 0.17% | 99 |
|
|
2023
Q3 | $207K | Buy |
3,690
+213
| +6% | +$11.9K | 0.16% | 99 |
|
|
2023
Q2 | $209K | Sell |
3,477
-648
| -16% | -$39K | 0.16% | 98 |
|
|
2023
Q1 | $256K | Hold |
4,125
| – | – | 0.21% | 96 |
|
|
2022
Q4 | $262K | Sell |
4,125
-44
| -1% | -$2.8K | 0.24% | 82 |
|
|
2022
Q3 | $234K | Buy |
4,169
+123
| +3% | +$6.9K | 0.22% | 91 |
|
|
2022
Q2 | $255K | Buy |
4,046
+15
| +0.4% | +$945 | 0.23% | 89 |
|
|
2022
Q1 | $250K | Hold |
4,031
| – | – | 0.19% | 90 |
|
|
2021
Q4 | $239K | Hold |
4,031
| – | – | 0.17% | 94 |
|
|
2021
Q3 | $212K | Sell |
4,031
-4,035
| -50% | -$212K | 0.17% | 95 |
|
|
2021
Q2 | $435K | Buy |
8,066
+761
| +10% | +$41K | 0.37% | 62 |
|
|
2021
Q1 | $388K | Buy |
7,305
+495
| +7% | +$26.3K | 0.36% | 64 |
|
|
2020
Q4 | $348K | Buy |
+6,810
| New | +$348K | 0.38% | 65 |
|