SWA
Sutton Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $699K | Buy |
12,486
+71
| +0.6% | +$3.97K | 0.34% | 54 |
|
|
2023
Q2 | $748K | Sell |
12,415
-952
| -7% | -$57.3K | 0.36% | 52 |
|
|
2023
Q1 | $829K | Sell |
13,367
-8,527
| -39% | -$529K | 0.44% | 41 |
|
|
2022
Q4 | $1.39M | Sell |
21,894
-848
| -4% | -$53.9K | 0.53% | 33 |
|
|
2022
Q3 | $1.27M | Sell |
22,742
-178
| -0.8% | -$9.97K | 0.52% | 35 |
|
|
2022
Q2 | $1.44M | Sell |
22,920
-745
| -3% | -$46.9K | 0.57% | 33 |
|
|
2022
Q1 | $1.47M | Buy |
23,665
+443
| +2% | +$27.5K | 0.51% | 37 |
|
|
2021
Q4 | $1.37M | Sell |
23,222
-84
| -0.4% | -$4.97K | 0.46% | 41 |
|
|
2021
Q3 | $1.22M | Sell |
23,306
-30
| -0.1% | -$1.57K | 0.45% | 41 |
|
|
2021
Q2 | $1.26M | Sell |
23,336
-138
| -0.6% | -$7.47K | 0.46% | 41 |
|
|
2021
Q1 | $1.24M | Buy |
23,474
+5
| +0% | +$264 | 0.49% | 40 |
|
|
2020
Q4 | $1.29M | Buy |
23,469
+100
| +0.4% | +$5.48K | 0.55% | 36 |
|
|
2020
Q3 | $1.15M | Sell |
23,369
-225
| -1% | -$11.1K | 0.56% | 34 |
|
|
2020
Q2 | $1.05M | Sell |
23,594
-169
| -0.7% | -$7.55K | 0.55% | 36 |
|
|
2020
Q1 | $1.05M | Buy |
23,763
+266
| +1% | +$11.8K | 0.66% | 29 |
|
|
2019
Q4 | $1.3M | Hold |
23,497
| – | – | 0.67% | 28 |
|
|
2019
Q3 | $1.28M | Hold |
23,497
| – | – | 0.71% | 25 |
|
|
2019
Q2 | $1.2M | Buy |
23,497
+77
| +0.3% | +$3.92K | 0.69% | 28 |
|
|
2019
Q1 | $1.1M | Buy |
23,420
+58
| +0.2% | +$2.72K | 0.64% | 28 |
|
|
2018
Q4 | $1.11M | Buy |
23,362
+230
| +1% | +$10.9K | 0.71% | 24 |
|
|
2018
Q3 | $1.07M | Hold |
23,132
| – | – | 0.7% | 21 |
|
|
2018
Q2 | $1.01M | Buy |
23,132
+146
| +0.6% | +$6.4K | 0.71% | 21 |
|
|
2018
Q1 | $998K | Buy |
22,986
+200
| +0.9% | +$8.69K | 0.71% | 22 |
|
|
2017
Q4 | $1.05M | Hold |
22,786
| – | – | 0.77% | 19 |
|
|
2017
Q3 | $1.03M | Hold |
22,786
| – | – | 0.78% | 19 |
|
|
2017
Q2 | $1.02M | Buy |
22,786
+3,600
| +19% | +$161K | 0.81% | 19 |
|
|
2017
Q1 | $814K | Sell |
19,186
-170
| -0.9% | -$7.22K | 0.68% | 22 |
|
|
2016
Q4 | $803K | Buy |
19,356
+55
| +0.3% | +$2.28K | 0.72% | 20 |
|
|
2016
Q3 | $817K | Buy |
19,301
+1,415
| +8% | +$59.9K | 0.75% | 19 |
|
|
2016
Q2 | $811K | Sell |
17,886
-306
| -2% | -$13.9K | 0.77% | 21 |
|
|
2016
Q1 | $844K | Buy |
+18,192
| New | +$844K | 0.8% | 19 |
|