SWM
Stockman Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
9,417
-90
| -0.9% | -$6.37K | 0.09% | 86 |
|
|
2025
Q1 | $681K | Buy |
9,507
+322
| +4% | +$23.1K | 0.1% | 84 |
|
|
2024
Q4 | $572K | Sell |
9,185
-95
| -1% | -$5.92K | 0.09% | 90 |
|
|
2024
Q3 | $667K | Sell |
9,280
-188
| -2% | -$13.5K | 0.1% | 90 |
|
|
2024
Q2 | $603K | Buy |
9,468
+455
| +5% | +$29K | 0.11% | 88 |
|
|
2024
Q1 | $551K | Sell |
9,013
-598
| -6% | -$36.6K | 0.1% | 95 |
|
|
2023
Q4 | $566K | Buy |
9,611
+300
| +3% | +$17.7K | 0.11% | 90 |
|
|
2023
Q3 | $521K | Sell |
9,311
-34
| -0.4% | -$1.9K | 0.11% | 97 |
|
|
2023
Q2 | $563K | Sell |
9,345
-101
| -1% | -$6.08K | 0.12% | 98 |
|
|
2023
Q1 | $586K | Buy |
9,446
+72
| +0.8% | +$4.47K | 0.13% | 94 |
|
|
2022
Q4 | $596K | Buy |
9,374
+243
| +3% | +$15.5K | 0.14% | 100 |
|
|
2022
Q3 | $512K | Buy |
9,131
+29
| +0.3% | +$1.63K | 0.14% | 91 |
|
|
2022
Q2 | $573K | Sell |
9,102
-67
| -0.7% | -$4.22K | 0.15% | 89 |
|
|
2022
Q1 | $568K | Sell |
9,169
-1
| -0% | -$62 | 0.12% | 99 |
|
|
2021
Q4 | $543K | Buy |
9,170
+381
| +4% | +$22.6K | 0.11% | 108 |
|
|
2021
Q3 | $461K | Buy |
8,789
+34
| +0.4% | +$1.78K | 0.1% | 119 |
|
|
2021
Q2 | $474K | Buy |
8,755
+75
| +0.9% | +$4.06K | 0.11% | 117 |
|
|
2021
Q1 | $458K | Hold |
8,680
| – | – | 0.13% | 113 |
|
|
2020
Q4 | $476K | Sell |
8,680
-325
| -4% | -$17.8K | 0.15% | 101 |
|
|
2020
Q3 | $445K | Hold |
9,005
| – | – | 0.16% | 93 |
|
|
2020
Q2 | $402K | Buy |
9,005
+794
| +10% | +$35.4K | 0.15% | 105 |
|
|
2020
Q1 | $363K | Sell |
8,211
-7
| -0.1% | -$309 | 0.16% | 97 |
|
|
2019
Q4 | $455K | Sell |
8,218
-25
| -0.3% | -$1.38K | 0.16% | 98 |
|
|
2019
Q3 | $449K | Buy |
8,243
+7
| +0.1% | +$381 | 0.17% | 98 |
|
|
2019
Q2 | $419K | Hold |
8,236
| – | – | 0.17% | 99 |
|
|
2019
Q1 | $386K | Hold |
8,236
| – | – | 0.17% | 101 |
|
|
2018
Q4 | $390K | Buy |
8,236
+250
| +3% | +$11.8K | 0.19% | 94 |
|
|
2018
Q3 | $369K | Buy |
7,986
+580
| +8% | +$26.8K | 0.16% | 102 |
|
|
2018
Q2 | $325K | Sell |
7,406
-6
| -0.1% | -$263 | 0.15% | 105 |
|
|
2018
Q1 | $322K | Sell |
7,412
-650
| -8% | -$28.2K | 0.15% | 108 |
|
|
2017
Q4 | $370K | Sell |
8,062
-4,702
| -37% | -$216K | 0.17% | 101 |
|
|
2017
Q3 | $575K | Buy |
12,764
+2,230
| +21% | +$100K | 0.28% | 81 |
|
|
2017
Q2 | $472K | Sell |
10,534
-2,882
| -21% | -$129K | 0.47% | 68 |
|
|
2017
Q1 | $569K | Buy |
13,416
+1,676
| +14% | +$71.1K | 0.32% | 67 |
|
|
2016
Q4 | $487K | Buy |
11,740
+1,108
| +10% | +$46K | 0.3% | 74 |
|
|
2016
Q3 | $450K | Buy |
10,632
+1,950
| +22% | +$82.5K | 0.28% | 74 |
|
|
2016
Q2 | $394K | Sell |
8,682
-200
| -2% | -$9.08K | 0.31% | 56 |
|
|
2016
Q1 | $412K | Sell |
8,882
-350
| -4% | -$16.2K | 0.33% | 57 |
|
|
2015
Q4 | $397K | Buy |
9,232
+203
| +2% | +$8.73K | 0.32% | 59 |
|
|
2015
Q3 | $362K | Buy |
9,029
+1,219
| +16% | +$48.9K | 0.31% | 62 |
|
|
2015
Q2 | $306K | Hold |
7,810
| – | – | 0.26% | 67 |
|
|
2015
Q1 | $317K | Buy |
7,810
+150
| +2% | +$6.09K | 0.27% | 68 |
|
|
2014
Q4 | $323K | Buy |
+7,660
| New | +$323K | 0.28% | 69 |
|