Total Clarity 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 | $319K | Buy |
4,507
+1,084
| +32% | +$76.7K | 0.09% | 217 |
|
|
2025
Q1 | $213K | Hold |
3,423
| – | – | 0.07% | 241 |
|
|
2024
Q4 | $213K | Sell |
3,423
-2
| -0.1% | -$125 | 0.07% | 241 |
|
|
2024
Q3 | $246K | Buy |
3,425
+3
| +0.1% | +$216 | 0.08% | 219 |
|
|
2024
Q2 | $218K | Sell |
3,422
-214
| -6% | -$13.6K | 0.08% | 226 |
|
|
2024
Q1 | $222K | Buy |
3,636
+17
| +0.5% | +$1.04K | 0.08% | 241 |
|
|
2023
Q4 | $213K | Sell |
3,619
-838
| -19% | -$49.4K | 0.09% | 218 |
|
|
2023
Q3 | $250K | Sell |
4,457
-351
| -7% | -$19.7K | 0.12% | 184 |
|
|
2023
Q2 | $290K | Buy |
4,808
+158
| +3% | +$9.51K | 0.14% | 155 |
|
|
2023
Q1 | $288K | Buy |
4,650
+257
| +6% | +$15.9K | 0.16% | 133 |
|
|
2022
Q4 | $279K | Buy |
4,393
+639
| +17% | +$40.7K | 0.14% | 169 |
|
|
2022
Q3 | $210K | Buy |
3,754
+728
| +24% | +$40.7K | 0.13% | 211 |
|
|
2022
Q2 | $190K | Buy |
+3,026
| New | +$190K | 0.1% | 211 |
|
|
2022
Q1 | – | Sell |
-2,371
| Closed | -$140K | – | 590 |
|
|
2021
Q4 | $140K | Buy |
2,371
+35
| +1% | +$2.07K | 0.06% | 265 |
|
|
2021
Q3 | $123K | Buy |
+2,336
| New | +$123K | 0.06% | 278 |
|
|
2021
Q2 | – | Sell |
-2,575
| Closed | -$136K | – | 481 |
|
|
2021
Q1 | $136K | Buy |
+2,575
| New | +$136K | 0.08% | 211 |
|
|
2020
Q1 | – | Sell |
-3,224
| Closed | -$178K | – | 375 |
|
|
2019
Q4 | $178K | Buy |
+3,224
| New | +$178K | 0.13% | 131 |
|