Strategic Wealth Partners’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 | $272K | Buy |
+3,851
| New | +$272K | 0.02% | 285 |
|
|
2024
Q4 | $254K | Sell |
3,657
-322
| -8% | -$22.4K | 0.02% | 282 |
|
|
2024
Q3 | $286K | Buy |
3,979
+143
| +4% | +$10.3K | 0.03% | 258 |
|
|
2024
Q2 | $244K | Sell |
3,836
-1,125
| -23% | -$71.6K | 0.03% | 265 |
|
|
2024
Q1 | $303K | Buy |
4,961
+424
| +9% | +$25.9K | 0.03% | 230 |
|
|
2023
Q4 | $267K | Buy |
4,537
+38
| +0.8% | +$2.24K | 0.03% | 234 |
|
|
2023
Q3 | $252K | Buy |
4,499
+140
| +3% | +$7.84K | 0.03% | 256 |
|
|
2023
Q2 | $262K | Buy |
4,359
+214
| +5% | +$12.9K | 0.03% | 256 |
|
|
2023
Q1 | $257K | Sell |
4,145
-309
| -7% | -$19.2K | 0.04% | 229 |
|
|
2022
Q4 | $283K | Buy |
4,454
+272
| +7% | +$17.3K | 0.05% | 214 |
|
|
2022
Q3 | $234K | Sell |
4,182
-12
| -0.3% | -$672 | 0.05% | 245 |
|
|
2022
Q2 | $264K | Sell |
4,194
-168
| -4% | -$10.6K | 0.06% | 207 |
|
|
2022
Q1 | $270K | Sell |
4,362
-62,476
| -93% | -$3.87M | 0.05% | 221 |
|
|
2021
Q4 | $3.96M | Buy |
+66,838
| New | +$3.96M | 0.75% | 37 |
|
|
2021
Q1 | – | Sell |
-3,719
| Closed | -$204K | – | 197 |
|
|
2020
Q4 | $204K | Buy |
+3,719
| New | +$204K | 0.09% | 171 |
|
|
2020
Q2 | – | Sell |
-7,338
| Closed | -$406K | – | 151 |
|
|
2020
Q1 | $406K | Hold |
7,338
| – | – | 0.21% | 100 |
|
|
2019
Q4 | $406K | Sell |
7,338
-139
| -2% | -$7.69K | 0.21% | 100 |
|
|
2019
Q3 | $408 | Sell |
7,477
-510
| -6% | -$28 | ﹤0.01% | 229 |
|
|
2019
Q2 | $406K | Sell |
7,987
-2,202
| -22% | -$112K | 0.2% | 101 |
|
|
2019
Q1 | $476K | Sell |
10,189
-92
| -0.9% | -$4.3K | 0.22% | 100 |
|
|
2018
Q4 | $489K | Sell |
10,281
-140
| -1% | -$6.66K | 0.25% | 94 |
|
|
2018
Q3 | $481K | Sell |
10,421
-197
| -2% | -$9.09K | 0.26% | 95 |
|
|
2018
Q2 | $466K | Sell |
10,618
-12,312
| -54% | -$540K | 0.27% | 94 |
|
|
2018
Q1 | $996K | Sell |
22,930
-3,402
| -13% | -$148K | 0.51% | 67 |
|
|
2017
Q4 | $1.22M | Buy |
+26,332
| New | +$1.22M | 0.68% | 43 |
|