SkyOak Wealth’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 | $918K | Buy |
12,976
+125
| +1% | +$8.84K | 0.18% | 85 |
|
|
2025
Q1 | $920K | Sell |
12,851
-37
| -0.3% | -$2.65K | 0.2% | 80 |
|
|
2024
Q4 | $802K | Sell |
12,888
-98
| -0.8% | -$6.1K | 0.17% | 84 |
|
|
2024
Q3 | $933K | Hold |
12,986
| – | – | 0.21% | 77 |
|
|
2024
Q2 | $827K | Hold |
12,986
| – | – | 0.19% | 83 |
|
|
2024
Q1 | $795K | Sell |
12,986
-1,318
| -9% | -$80.6K | 0.19% | 90 |
|
|
2023
Q4 | $843K | Sell |
14,304
-171
| -1% | -$10.1K | 0.22% | 81 |
|
|
2023
Q3 | $810K | Sell |
14,475
-100
| -0.7% | -$5.6K | 0.24% | 84 |
|
|
2023
Q2 | $878K | Buy |
14,575
+945
| +7% | +$56.9K | 0.25% | 80 |
|
|
2023
Q1 | $845K | Buy |
13,630
+937
| +7% | +$58.1K | 0.26% | 82 |
|
|
2022
Q4 | $807K | Sell |
12,693
-42
| -0.3% | -$2.67K | 0.27% | 82 |
|
|
2022
Q3 | $713K | Buy |
12,735
+38
| +0.3% | +$2.13K | 0.26% | 85 |
|
|
2022
Q2 | $799K | Sell |
12,697
-282
| -2% | -$17.7K | 0.27% | 84 |
|
|
2022
Q1 | $805K | Sell |
12,979
-100
| -0.8% | -$6.2K | 0.22% | 98 |
|
|
2021
Q4 | $774K | Buy |
13,079
+464
| +4% | +$27.5K | 0.2% | 107 |
|
|
2021
Q3 | $662K | Buy |
12,615
+3
| +0% | +$157 | 0.18% | 112 |
|
|
2021
Q2 | $682K | Hold |
12,612
| – | – | 0.18% | 108 |
|
|
2021
Q1 | $676K | Buy |
12,612
+3
| +0% | +$161 | 0.19% | 110 |
|
|
2020
Q4 | $691K | Buy |
12,609
+7
| +0.1% | +$384 | 0.21% | 107 |
|
|
2020
Q3 | $622K | Buy |
12,602
+1,460
| +13% | +$72.1K | 0.22% | 102 |
|
|
2020
Q2 | $498K | Buy |
11,142
+265
| +2% | +$11.8K | 0.18% | 132 |
|
|
2020
Q1 | $481K | Sell |
10,877
-3,376
| -24% | -$149K | 0.25% | 93 |
|
|
2019
Q4 | $789K | Buy |
+14,253
| New | +$789K | 0.24% | 89 |
|