Signature Wealth Management Group’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 | $1.18M | Buy |
16,612
+9
| +0.1% | +$637 | 0.46% | 71 |
|
|
2025
Q1 | $1.19M | Buy |
16,603
+419
| +3% | +$30K | 0.46% | 71 |
|
|
2024
Q4 | $1.01M | Buy |
16,184
+787
| +5% | +$49K | 0.41% | 73 |
|
|
2024
Q3 | $1.11M | Sell |
15,397
-234
| -1% | -$16.8K | 0.44% | 72 |
|
|
2024
Q2 | $995K | Buy |
15,631
+102
| +0.7% | +$6.49K | 0.44% | 72 |
|
|
2024
Q1 | $934K | Sell |
15,529
-144
| -0.9% | -$8.66K | 0.43% | 72 |
|
|
2023
Q4 | $924K | Buy |
+15,673
| New | +$924K | 0.43% | 73 |
|
|
2023
Q2 | $1.03M | Sell |
17,143
-21
| -0.1% | -$1.27K | 0.48% | 69 |
|
|
2023
Q1 | $1.06M | Sell |
17,164
-297
| -2% | -$18.4K | 0.51% | 67 |
|
|
2022
Q4 | $1.11M | Buy |
17,461
+33
| +0.2% | +$2.1K | 0.54% | 60 |
|
|
2022
Q3 | $976K | Sell |
17,428
-145
| -0.8% | -$8.12K | 0.5% | 65 |
|
|
2022
Q2 | $1.11M | Sell |
17,573
-231
| -1% | -$14.5K | 0.54% | 62 |
|
|
2022
Q1 | $1.1M | Sell |
17,804
-53,565
| -75% | -$3.32M | 0.5% | 64 |
|
|
2021
Q4 | $4.23M | Buy |
71,369
+220
| +0.3% | +$13K | 2.13% | 10 |
|
|
2021
Q3 | $3.73M | Buy |
71,149
+237
| +0.3% | +$12.4K | 2.07% | 12 |
|
|
2021
Q2 | $3.84M | Sell |
70,912
-1,175
| -2% | -$63.6K | 2.14% | 10 |
|
|
2021
Q1 | $3.8M | Buy |
72,087
+260
| +0.4% | +$13.7K | 2.24% | 10 |
|
|
2020
Q4 | $3.94M | Buy |
71,827
+152
| +0.2% | +$8.34K | 2.48% | 5 |
|
|
2020
Q3 | $3.54M | Buy |
71,675
+970
| +1% | +$47.9K | 2.55% | 4 |
|
|
2020
Q2 | $3.16M | Buy |
70,705
+640
| +0.9% | +$28.6K | 2.42% | 9 |
|
|
2020
Q1 | $3.1M | Buy |
70,065
+55,858
| +393% | +$2.47M | 2.73% | 4 |
|
|
2019
Q4 | $786K | Sell |
14,207
-828
| -6% | -$45.8K | 0.5% | 51 |
|
|
2019
Q3 | $819K | Hold |
15,035
| – | – | 0.54% | 43 |
|
|
2019
Q2 | $783K | Sell |
15,035
-382
| -2% | -$19.9K | 0.52% | 46 |
|
|
2019
Q1 | $722K | Sell |
15,417
-23
| -0.1% | -$1.08K | 0.51% | 45 |
|
|
2018
Q4 | $731K | Hold |
15,440
| – | – | 0.57% | 42 |
|
|
2018
Q3 | $717K | Buy |
15,440
+3,313
| +27% | +$154K | 0.53% | 42 |
|
|
2018
Q2 | $532K | Sell |
12,127
-1,595
| -12% | -$70K | 0.39% | 45 |
|
|
2018
Q1 | $596K | Sell |
13,722
-94
| -0.7% | -$4.08K | 0.46% | 42 |
|
|
2017
Q4 | $634K | Buy |
+13,816
| New | +$634K | 0.46% | 42 |
|