Texas Capital Bank Wealth Management Services’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 | $504K | Sell |
7,123
-94
| -1% | -$6.65K | 0.05% | 135 |
|
|
2025
Q1 | $517K | Buy |
7,217
+2,434
| +51% | +$174K | 0.05% | 125 |
|
|
2024
Q4 | $298K | Buy |
4,783
+62
| +1% | +$3.86K | 0.03% | 137 |
|
|
2024
Q3 | $339K | Sell |
4,721
-983
| -17% | -$70.6K | 0.03% | 146 |
|
|
2024
Q2 | $363K | Buy |
5,704
+2,226
| +64% | +$142K | 0.04% | 137 |
|
|
2024
Q1 | $213K | Buy |
3,478
+8
| +0.2% | +$489 | 0.02% | 179 |
|
|
2023
Q4 | $205K | Buy |
+3,470
| New | +$205K | 0.02% | 179 |
|
|
2023
Q3 | – | Sell |
-4,676
| Closed | -$282K | – | 228 |
|
|
2023
Q2 | $282K | Buy |
4,676
+856
| +22% | +$51.5K | 0.03% | 169 |
|
|
2023
Q1 | $237K | Buy |
3,820
+109
| +3% | +$6.76K | 0.03% | 167 |
|
|
2022
Q4 | $236K | Hold |
3,711
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $208K | Sell |
3,711
-60
| -2% | -$3.36K | 0.03% | 133 |
|
|
2022
Q2 | $237K | Sell |
3,771
-26
| -0.7% | -$1.63K | 0.03% | 127 |
|
|
2022
Q1 | $235K | Buy |
3,797
+401
| +12% | +$24.8K | 0.02% | 154 |
|
|
2021
Q4 | $201K | Buy |
+3,396
| New | +$201K | 0.02% | 153 |
|