Semus Wealth Partners’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 | $505K | Buy |
7,139
+160
| +2% | +$11.3K | 0.33% | 56 |
|
|
2025
Q1 | $500K | Sell |
6,979
-30
| -0.4% | -$2.15K | 0.35% | 52 |
|
|
2024
Q4 | $436K | Sell |
7,009
-112
| -2% | -$6.97K | 0.29% | 59 |
|
|
2024
Q3 | $512K | Buy |
7,121
+80
| +1% | +$5.75K | 0.36% | 55 |
|
|
2024
Q2 | $448K | Sell |
7,041
-719
| -9% | -$45.8K | 0.35% | 52 |
|
|
2024
Q1 | $475K | Sell |
7,760
-533
| -6% | -$32.6K | 0.4% | 55 |
|
|
2023
Q4 | $489K | Sell |
8,293
-108
| -1% | -$6.36K | 0.4% | 54 |
|
|
2023
Q3 | $470K | Sell |
8,401
-558
| -6% | -$31.2K | 0.44% | 55 |
|
|
2023
Q2 | $540K | Buy |
8,959
+656
| +8% | +$39.5K | 0.5% | 47 |
|
|
2023
Q1 | $515K | Sell |
8,303
-855
| -9% | -$53K | 0.55% | 45 |
|
|
2022
Q4 | $583K | Buy |
+9,158
| New | +$583K | 0.71% | 37 |
|