TCI Wealth Advisors’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 | $401K | Buy |
5,664
+550
| +11% | +$38.9K | 0.03% | 165 |
|
|
2025
Q1 | $366K | Buy |
5,114
+8
| +0.2% | +$573 | 0.03% | 157 |
|
|
2024
Q4 | $318K | Buy |
5,106
+479
| +10% | +$29.8K | 0.03% | 167 |
|
|
2024
Q3 | $332K | Sell |
4,627
-217
| -4% | -$15.6K | 0.03% | 165 |
|
|
2024
Q2 | $308K | Buy |
4,844
+141
| +3% | +$8.98K | 0.03% | 172 |
|
|
2024
Q1 | $288K | Buy |
4,703
+26
| +0.6% | +$1.59K | 0.03% | 174 |
|
|
2023
Q4 | $276K | Sell |
4,677
-638
| -12% | -$37.6K | 0.03% | 169 |
|
|
2023
Q3 | $298K | Sell |
5,315
-124
| -2% | -$6.94K | 0.04% | 154 |
|
|
2023
Q2 | $328K | Sell |
5,439
-5
| -0.1% | -$301 | 0.04% | 143 |
|
|
2023
Q1 | $338K | Sell |
5,444
-135
| -2% | -$8.37K | 0.04% | 137 |
|
|
2022
Q4 | $355K | Buy |
5,579
+196
| +4% | +$12.5K | 0.05% | 128 |
|
|
2022
Q3 | $302K | Sell |
5,383
-420
| -7% | -$23.6K | 0.05% | 123 |
|
|
2022
Q2 | $365K | Buy |
5,803
+336
| +6% | +$21.1K | 0.06% | 122 |
|
|
2022
Q1 | $339K | Buy |
5,467
+407
| +8% | +$25.2K | 0.05% | 129 |
|
|
2021
Q4 | $300K | Buy |
5,060
+176
| +4% | +$10.4K | 0.04% | 134 |
|
|
2021
Q3 | $256K | Sell |
4,884
-10,283
| -68% | -$539K | 0.04% | 146 |
|
|
2021
Q2 | $821K | Buy |
15,167
+11,323
| +295% | +$613K | 0.14% | 65 |
|
|
2021
Q1 | $203K | Buy |
3,844
+382
| +11% | +$20.2K | 0.09% | 149 |
|
|
2020
Q4 | $190K | Sell |
3,462
-718
| -17% | -$39.4K | 0.08% | 144 |
|
|
2020
Q3 | $206K | Buy |
4,180
+13
| +0.3% | +$641 | 0.08% | 139 |
|
|
2020
Q2 | $186K | Sell |
4,167
-817
| -16% | -$36.5K | 0.08% | 142 |
|
|
2020
Q1 | $221K | Buy |
4,984
+792
| +19% | +$35.1K | 0.11% | 126 |
|
|
2019
Q4 | $232K | Buy |
4,192
+203
| +5% | +$11.2K | 0.09% | 158 |
|
|
2019
Q3 | $217K | Buy |
3,989
+243
| +6% | +$13.2K | 0.1% | 137 |
|
|
2019
Q2 | $191K | Sell |
3,746
-174
| -4% | -$8.87K | 0.09% | 145 |
|
|
2019
Q1 | $184K | Sell |
3,920
-33
| -0.8% | -$1.55K | 0.08% | 156 |
|
|
2018
Q4 | $187K | Sell |
3,953
-1,286
| -25% | -$60.8K | 0.09% | 140 |
|
|
2018
Q3 | $242K | Sell |
5,239
-1,450
| -22% | -$67K | 0.1% | 130 |
|
|
2018
Q2 | $293K | Sell |
6,689
-128
| -2% | -$5.61K | 0.13% | 114 |
|
|
2018
Q1 | $296K | Sell |
6,817
-3,689
| -35% | -$160K | 0.14% | 110 |
|
|
2017
Q4 | $482K | Sell |
10,506
-71
| -0.7% | -$3.26K | 0.21% | 88 |
|
|
2017
Q3 | $476K | Sell |
10,577
-353
| -3% | -$15.9K | 0.23% | 76 |
|
|
2017
Q2 | $490K | Buy |
10,930
+2,383
| +28% | +$107K | 0.25% | 75 |
|
|
2017
Q1 | $363K | Sell |
8,547
-76
| -0.9% | -$3.23K | 0.19% | 86 |
|
|
2016
Q4 | $358K | Sell |
8,623
-151
| -2% | -$6.27K | 0.19% | 91 |
|
|
2016
Q3 | $371K | Buy |
8,774
+121
| +1% | +$5.12K | 0.2% | 85 |
|
|
2016
Q2 | $392K | Sell |
8,653
-395
| -4% | -$17.9K | 0.22% | 81 |
|
|
2016
Q1 | $420K | Sell |
9,048
-2,450
| -21% | -$114K | 0.23% | 79 |
|
|
2015
Q4 | $494K | Buy |
11,498
+422
| +4% | +$18.1K | 0.28% | 73 |
|
|
2015
Q3 | $444K | Buy |
11,076
+616
| +6% | +$24.7K | 0.27% | 74 |
|
|
2015
Q2 | $410K | Sell |
10,460
-77
| -0.7% | -$3.02K | 0.23% | 77 |
|
|
2015
Q1 | $427K | Buy |
10,537
+1,650
| +19% | +$66.9K | 0.27% | 71 |
|
|
2014
Q4 | $375K | Buy |
8,887
+103
| +1% | +$4.35K | 0.23% | 78 |
|
|
2014
Q3 | $375K | Sell |
8,784
-484
| -5% | -$20.7K | 0.24% | 75 |
|
|
2014
Q2 | $393K | Sell |
9,268
-187
| -2% | -$7.93K | 0.24% | 76 |
|
|
2014
Q1 | $366K | Sell |
9,455
-1,088
| -10% | -$42.1K | 0.24% | 76 |
|
|
2013
Q4 | $436K | Buy |
10,543
+2,748
| +35% | +$114K | 0.27% | 70 |
|
|
2013
Q3 | $295K | Buy |
7,795
+46
| +0.6% | +$1.74K | 0.22% | 79 |
|
|
2013
Q2 | $311K | Buy |
+7,749
| New | +$311K | 0.24% | 73 |
|