Tradition 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 | $426K | Buy |
6,014
+64
| +1% | +$4.53K | 0.03% | 292 |
|
|
2025
Q1 | $426K | Buy |
5,950
+213
| +4% | +$15.3K | 0.04% | 276 |
|
|
2024
Q4 | $357K | Buy |
5,737
+167
| +3% | +$10.4K | 0.03% | 299 |
|
|
2024
Q3 | $400K | Buy |
5,570
+89
| +2% | +$6.4K | 0.04% | 274 |
|
|
2024
Q2 | $349K | Buy |
5,481
+47
| +0.9% | +$2.99K | 0.03% | 287 |
|
|
2024
Q1 | $332K | Buy |
5,434
+771
| +17% | +$47.2K | 0.03% | 291 |
|
|
2023
Q4 | $275K | Buy |
4,663
+1,477
| +46% | +$87.1K | 0.03% | 284 |
|
|
2023
Q3 | $178K | Buy |
3,186
+63
| +2% | +$3.52K | 0.02% | 326 |
|
|
2023
Q2 | $188K | Buy |
3,123
+352
| +13% | +$21.2K | 0.02% | 323 |
|
|
2023
Q1 | $172K | Buy |
2,771
+688
| +33% | +$42.7K | 0.02% | 325 |
|
|
2022
Q4 | $133K | Sell |
2,083
-5,265
| -72% | -$336K | 0.02% | 318 |
|
|
2022
Q3 | $412K | Buy |
7,348
+45
| +0.6% | +$2.52K | 0.06% | 175 |
|
|
2022
Q2 | $459K | Buy |
7,303
+332
| +5% | +$20.9K | 0.07% | 170 |
|
|
2022
Q1 | $432K | Buy |
6,971
+125
| +2% | +$7.75K | 0.06% | 208 |
|
|
2021
Q4 | $405K | Buy |
6,846
+12
| +0.2% | +$710 | 0.05% | 204 |
|
|
2021
Q3 | $359K | Buy |
6,834
+90
| +1% | +$4.73K | 0.05% | 203 |
|
|
2021
Q2 | $365K | Buy |
6,744
+4,743
| +237% | +$257K | 0.05% | 213 |
|
|
2021
Q1 | $105K | Buy |
2,001
+146
| +8% | +$7.66K | 0.02% | 320 |
|
|
2020
Q4 | $102K | Buy |
+1,855
| New | +$102K | 0.02% | 305 |
|