Thrive Wealth Management’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 | $1.03M | Sell |
14,622
-29
| -0.2% | -$2.05K | 0.17% | 69 |
|
|
2025
Q1 | $1.05M | Sell |
14,651
-702
| -5% | -$50.3K | 0.2% | 60 |
|
|
2024
Q4 | $956K | Sell |
15,353
-368
| -2% | -$22.9K | 0.17% | 70 |
|
|
2024
Q3 | $1.13M | Sell |
15,721
-447
| -3% | -$32.1K | 0.21% | 60 |
|
|
2024
Q2 | $1.03M | Sell |
16,168
-82
| -0.5% | -$5.22K | 0.2% | 59 |
|
|
2024
Q1 | $994K | Buy |
16,250
+2,094
| +15% | +$128K | 0.21% | 63 |
|
|
2023
Q4 | $834K | Sell |
14,156
-2,589
| -15% | -$153K | 0.19% | 73 |
|
|
2023
Q3 | $937K | Buy |
16,745
+1,063
| +7% | +$59.5K | 0.25% | 53 |
|
|
2023
Q2 | $944K | Buy |
15,682
+1,127
| +8% | +$67.9K | 0.24% | 55 |
|
|
2023
Q1 | $903K | Buy |
14,555
+450
| +3% | +$27.9K | 0.23% | 49 |
|
|
2022
Q4 | $897K | Buy |
14,105
+1,704
| +14% | +$108K | 0.26% | 46 |
|
|
2022
Q3 | $695K | Buy |
12,401
+646
| +5% | +$36.2K | 0.24% | 56 |
|
|
2022
Q2 | $740K | Buy |
11,755
+441
| +4% | +$27.8K | 0.26% | 42 |
|
|
2022
Q1 | $701K | Buy |
11,314
+298
| +3% | +$18.5K | 0.21% | 55 |
|
|
2021
Q4 | $652K | Buy |
+11,016
| New | +$652K | 0.22% | 55 |
|