SSW
Smith Shellnut Wilson’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
24,266
-470
| -2% | -$33.3K | 0.74% | 31 |
|
|
2025
Q1 | $1.77M | Hold |
24,736
| – | – | 0.81% | 28 |
|
|
2024
Q4 | $1.54M | Sell |
24,736
-214
| -0.9% | -$13.3K | 0.68% | 31 |
|
|
2024
Q3 | $1.79M | Hold |
24,950
| – | – | 0.81% | 27 |
|
|
2024
Q2 | $1.59M | Hold |
24,950
| – | – | 0.77% | 30 |
|
|
2024
Q1 | $1.53M | Hold |
24,950
| – | – | 0.81% | 27 |
|
|
2023
Q4 | $1.47M | Sell |
24,950
-3,565
| -13% | -$210K | 0.84% | 27 |
|
|
2023
Q3 | $1.6M | Sell |
28,515
-4,208
| -13% | -$236K | 0.98% | 22 |
|
|
2023
Q2 | $1.97M | Sell |
32,723
-45
| -0.1% | -$2.71K | 1.11% | 24 |
|
|
2023
Q1 | $2.03M | Hold |
32,768
| – | – | 1.24% | 22 |
|
|
2022
Q4 | $2.08M | Sell |
32,768
-315
| -1% | -$20K | 1.29% | 22 |
|
|
2022
Q3 | $1.85M | Buy |
33,083
+289
| +0.9% | +$16.2K | 1.23% | 22 |
|
|
2022
Q2 | $2.06M | Sell |
32,794
-406
| -1% | -$25.5K | 1.28% | 22 |
|
|
2022
Q1 | $2.06M | Sell |
33,200
-1
| -0% | -$62 | 1.08% | 22 |
|
|
2021
Q4 | $1.97M | Buy |
33,201
+1,197
| +4% | +$70.9K | 0.97% | 24 |
|
|
2021
Q3 | $1.68M | Buy |
32,004
+313
| +1% | +$16.4K | 0.97% | 24 |
|
|
2021
Q2 | $1.72M | Sell |
31,691
-6,768
| -18% | -$366K | 1% | 23 |
|
|
2021
Q1 | $2.03M | Sell |
38,459
-8,241
| -18% | -$434K | 1.24% | 22 |
|
|
2020
Q4 | $2.56M | Buy |
46,700
+1,107
| +2% | +$60.7K | 1.53% | 20 |
|
|
2020
Q3 | $2.25K | Sell |
45,593
-232
| -0.5% | -$11 | 0.84% | 24 |
|
|
2020
Q2 | $2.05M | Sell |
45,825
-1,834
| -4% | -$81.9K | 1.47% | 20 |
|
|
2020
Q1 | $2.11M | Sell |
47,659
-1,662
| -3% | -$73.5K | 1.77% | 19 |
|
|
2019
Q4 | $2.73M | Sell |
49,321
-135
| -0.3% | -$7.47K | 1.82% | 16 |
|
|
2019
Q3 | $2.69M | Buy |
49,456
+884
| +2% | +$48.1K | 1.99% | 15 |
|
|
2019
Q2 | $2.47M | Sell |
48,572
-155
| -0.3% | -$7.89K | 1.86% | 18 |
|
|
2019
Q1 | $2.28M | Buy |
48,727
+318
| +0.7% | +$14.9K | 1.81% | 17 |
|
|
2018
Q4 | $2.29M | Sell |
48,409
-88
| -0.2% | -$4.17K | 2.46% | 13 |
|
|
2018
Q3 | $2.24M | Buy |
+48,497
| New | +$2.24M | 2.01% | 14 |
|
|
2018
Q1 | $2.12M | Sell |
48,831
-122
| -0.2% | -$5.3K | 1.82% | 15 |
|
|
2017
Q4 | $2.25M | Buy |
48,953
+422
| +0.9% | +$19.4K | 1.9% | 14 |
|
|
2017
Q3 | $2.18M | Sell |
48,531
-1,682
| -3% | -$75.7K | 1.92% | 12 |
|
|
2017
Q2 | $2.28M | Buy |
50,213
+702
| +1% | +$31.8K | 2.36% | 11 |
|
|
2017
Q1 | $2.1M | Sell |
49,511
-1,556
| -3% | -$66K | 1.94% | 10 |
|
|
2016
Q4 | $2.12M | Buy |
+51,067
| New | +$2.12M | 2.04% | 10 |
|