Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
25,899
-13,493
| -34% | -$955K | 0.07% | 251 |
|
|
2025
Q1 | $2.82M | Buy |
39,392
+1,339
| +4% | +$95.9K | 0.09% | 213 |
|
|
2024
Q4 | $2.37M | Sell |
38,053
-2,777
| -7% | -$173K | 0.07% | 227 |
|
|
2024
Q3 | $2.93M | Buy |
40,830
+3,836
| +10% | +$276K | 0.1% | 168 |
|
|
2024
Q2 | $2.35M | Sell |
36,994
-98,826
| -73% | -$6.29M | 0.08% | 213 |
|
|
2024
Q1 | $8.31M | Sell |
135,820
-1,703
| -1% | -$104K | 0.15% | 104 |
|
|
2023
Q4 | $8.23M | Buy |
137,523
+11,402
| +9% | +$682K | 0.27% | 77 |
|
|
2023
Q3 | $7.06M | Buy |
126,121
+62,679
| +99% | +$3.51M | 0.27% | 75 |
|
|
2023
Q2 | $3.82M | Sell |
63,442
-331
| -0.5% | -$19.9K | 0.14% | 138 |
|
|
2023
Q1 | $3.96M | Buy |
63,773
+28,668
| +82% | +$1.78M | 0.15% | 128 |
|
|
2022
Q4 | $2.23M | Sell |
35,105
-81,607
| -70% | -$5.19M | 0.13% | 145 |
|
|
2022
Q3 | $6.54M | Sell |
116,712
-59,264
| -34% | -$3.32M | 0.4% | 60 |
|
|
2022
Q2 | $11.1M | Buy |
175,976
+102,072
| +138% | +$6.42M | 0.46% | 52 |
|
|
2022
Q1 | $4.58M | Sell |
73,904
-8,612
| -10% | -$534K | 0.12% | 163 |
|
|
2021
Q4 | $4.88M | Buy |
82,516
+5,879
| +8% | +$348K | 0.11% | 177 |
|
|
2021
Q3 | $4.02M | Sell |
76,637
-724
| -0.9% | -$38K | 0.11% | 182 |
|
|
2021
Q2 | $4.19M | Sell |
77,361
-11,836
| -13% | -$640K | 0.11% | 180 |
|
|
2021
Q1 | $4.19M | Buy |
+89,197
| New | +$4.19M | 0.11% | 176 |
|