Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,401
| Closed | -$374K | – | 110 |
|
|
2024
Q3 | $374K | Hold |
5,401
| – | – | 0.16% | 69 |
|
|
2024
Q2 | $339K | Hold |
5,401
| – | – | 0.15% | 74 |
|
|
2024
Q1 | $318K | Hold |
5,401
| – | – | 0.14% | 78 |
|
|
2023
Q4 | $323K | Sell |
5,401
-62
| -1% | -$3.71K | 0.16% | 62 |
|
|
2023
Q3 | $301K | Sell |
5,463
-174
| -3% | -$9.58K | 0.17% | 60 |
|
|
2023
Q2 | $334K | Buy |
+5,637
| New | +$334K | 0.17% | 72 |
|
|
2022
Q4 | $346K | Sell |
5,755
-3,788
| -40% | -$228K | 0.18% | 76 |
|
|
2022
Q3 | $535K | Sell |
9,543
-4,454
| -32% | -$250K | 0.23% | 59 |
|
|
2022
Q2 | $881K | Sell |
13,997
-199
| -1% | -$12.5K | 0.31% | 48 |
|
|
2022
Q1 | $880K | Sell |
14,196
-1,000
| -7% | -$62K | 0.32% | 43 |
|
|
2021
Q4 | $900K | Buy |
15,196
+396
| +3% | +$23.5K | 0.37% | 38 |
|
|
2021
Q3 | $777K | Sell |
14,800
-180
| -1% | -$9.45K | 0.41% | 33 |
|
|
2021
Q2 | $811K | Sell |
14,980
-20
| -0.1% | -$1.08K | 0.65% | 26 |
|
|
2021
Q1 | $791K | Sell |
15,000
-690
| -4% | -$36.4K | 0.72% | 27 |
|
|
2020
Q4 | $860K | Buy |
15,690
+665
| +4% | +$36.5K | 0.56% | 27 |
|
|
2020
Q3 | $742K | Hold |
15,025
| – | – | 0.58% | 25 |
|
|
2020
Q2 | $671K | Buy |
15,025
+8,280
| +123% | +$370K | 0.56% | 24 |
|
|
2020
Q1 | $299K | Hold |
6,745
| – | – | 0.47% | 13 |
|
|
2019
Q4 | $373K | Hold |
6,745
| – | – | 0.45% | 17 |
|
|
2019
Q3 | $368K | Sell |
6,745
-300
| -4% | -$16.4K | 0.51% | 17 |
|
|
2019
Q2 | $359K | Buy |
7,045
+900
| +15% | +$45.9K | 0.58% | 24 |
|
|
2019
Q1 | $288K | Buy |
+6,145
| New | +$288K | 0.35% | 21 |
|
|
2018
Q3 | $293K | Buy |
+6,345
| New | +$293K | 3.5% | 8 |
|