SWM
SeaCrest Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
25,824
-1,992
| -7% | -$141K | 0.2% | 98 |
|
|
2025
Q1 | $1.99M | Sell |
27,816
-951
| -3% | -$68.1K | 0.23% | 78 |
|
|
2024
Q4 | $1.79M | Sell |
28,767
-380
| -1% | -$23.7K | 0.19% | 94 |
|
|
2024
Q3 | $2.09M | Buy |
29,147
+387
| +1% | +$27.8K | 0.23% | 80 |
|
|
2024
Q2 | $1.83M | Sell |
28,760
-1,300
| -4% | -$82.7K | 0.21% | 93 |
|
|
2024
Q1 | $1.84M | Sell |
30,060
-3,697
| -11% | -$226K | 0.22% | 86 |
|
|
2023
Q4 | $2.01M | Sell |
33,757
-3,665
| -10% | -$219K | 0.25% | 74 |
|
|
2023
Q3 | $2.09M | Sell |
37,422
-6,827
| -15% | -$382K | 0.27% | 68 |
|
|
2023
Q2 | $2.66M | Sell |
44,249
-43
| -0.1% | -$2.59K | 0.34% | 53 |
|
|
2023
Q1 | $2.75M | Buy |
44,292
+717
| +2% | +$44.5K | 0.37% | 50 |
|
|
2022
Q4 | $2.77M | Buy |
43,575
+1,744
| +4% | +$111K | 0.4% | 45 |
|
|
2022
Q3 | $2.34M | Buy |
41,831
+4,574
| +12% | +$256K | 0.36% | 49 |
|
|
2022
Q2 | $2.34M | Buy |
37,257
+1,608
| +5% | +$101K | 0.3% | 57 |
|
|
2022
Q1 | $2.21M | Buy |
35,649
+150
| +0.4% | +$9.3K | 0.25% | 68 |
|
|
2021
Q4 | $2.1M | Sell |
35,499
-370
| -1% | -$21.9K | 0.23% | 80 |
|
|
2021
Q3 | $1.88M | Sell |
35,869
-2,165
| -6% | -$114K | 0.23% | 85 |
|
|
2021
Q2 | $2.06M | Buy |
38,034
+164
| +0.4% | +$8.87K | 0.25% | 82 |
|
|
2021
Q1 | $2M | Sell |
37,870
-2,836
| -7% | -$149K | 0.26% | 80 |
|
|
2020
Q4 | $2.23M | Buy |
40,706
+1,683
| +4% | +$92.3K | 0.31% | 70 |
|
|
2020
Q3 | $1.93M | Sell |
39,023
-725
| -2% | -$35.8K | 0.31% | 69 |
|
|
2020
Q2 | $1.78M | Buy |
39,748
+290
| +0.7% | +$13K | 0.31% | 70 |
|
|
2020
Q1 | $1.75M | Buy |
39,458
+790
| +2% | +$35K | 0.38% | 59 |
|
|
2019
Q4 | $2.14M | Sell |
38,668
-183
| -0.5% | -$10.1K | 0.36% | 65 |
|
|
2019
Q3 | $2.12M | Buy |
38,851
+573
| +1% | +$31.2K | 0.4% | 60 |
|
|
2019
Q2 | $1.95M | Sell |
38,278
-1,293
| -3% | -$65.8K | 0.4% | 63 |
|
|
2019
Q1 | $1.85M | Buy |
39,571
+3,023
| +8% | +$142K | 0.32% | 62 |
|
|
2018
Q4 | $1.73M | Sell |
36,548
-2,500
| -6% | -$118K | 0.36% | 54 |
|
|
2018
Q3 | $1.8M | Buy |
39,048
+884
| +2% | +$40.8K | 0.31% | 62 |
|
|
2018
Q2 | $1.67M | Sell |
38,164
-219
| -0.6% | -$9.61K | 0.3% | 65 |
|
|
2018
Q1 | $1.67M | Buy |
38,383
+5,382
| +16% | +$234K | 0.31% | 65 |
|
|
2017
Q4 | $1.51M | Buy |
+33,001
| New | +$1.51M | 0.28% | 68 |
|