Strategic Wealth Investment 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 | $227K | Hold |
3,205
| – | – | 0.33% | 48 |
|
|
2025
Q1 | $230K | Sell |
3,205
-12,566
| -80% | -$900K | 0.4% | 47 |
|
|
2024
Q4 | $982K | Sell |
15,771
-2,020
| -11% | -$126K | 0.11% | 71 |
|
|
2024
Q3 | $1.28M | Sell |
17,791
-92,381
| -84% | -$6.62M | 0.14% | 68 |
|
|
2024
Q2 | $6.97M | Buy |
+110,172
| New | +$6.97M | 0.88% | 37 |
|
|
2023
Q4 | $14.7M | Buy |
249,859
+20,271
| +9% | +$1.19M | 2.21% | 14 |
|
|
2023
Q3 | $12.9M | Buy |
229,588
+25,776
| +13% | +$1.44M | 2.33% | 12 |
|
|
2023
Q2 | $12.3M | Buy |
203,812
+26,935
| +15% | +$1.62M | 1.95% | 15 |
|
|
2023
Q1 | $11M | Buy |
176,877
+29,130
| +20% | +$1.81M | 2.03% | 15 |
|
|
2022
Q4 | $8.84M | Buy |
147,747
+20,964
| +17% | +$1.25M | 2.04% | 15 |
|
|
2022
Q3 | $7.1M | Buy |
126,783
+7,815
| +7% | +$438K | 2.04% | 14 |
|
|
2022
Q2 | $7.48M | Sell |
118,968
-28,176
| -19% | -$1.77M | 1.87% | 13 |
|
|
2022
Q1 | $9.12M | Buy |
147,144
+16,451
| +13% | +$1.02M | 2.18% | 11 |
|
|
2021
Q4 | $7.74M | Buy |
130,693
+15,772
| +14% | +$934K | 2.01% | 12 |
|
|
2021
Q3 | $6.01M | Buy |
114,921
+21,268
| +23% | +$1.11M | 1.8% | 13 |
|
|
2021
Q2 | $5.07M | Buy |
93,653
+22,823
| +32% | +$1.24M | 1.8% | 13 |
|
|
2021
Q1 | $3.73M | Buy |
70,830
+15,267
| +27% | +$805K | 1.79% | 13 |
|
|
2020
Q4 | $3.05M | Buy |
55,563
+7,694
| +16% | +$422K | 1.79% | 13 |
|
|
2020
Q3 | $2.36M | Buy |
47,869
+6,823
| +17% | +$337K | 1.78% | 13 |
|
|
2020
Q2 | $1.83M | Buy |
41,046
+5,255
| +15% | +$235K | 1.8% | 14 |
|
|
2020
Q1 | $1.58M | Buy |
35,791
+3,173
| +10% | +$140K | 2.58% | 14 |
|
|
2019
Q4 | $1.81M | Buy |
+32,618
| New | +$1.81M | 1.87% | 17 |
|