TRUE Private 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 | $536K | Buy |
7,580
+3,075
| +68% | +$218K | 0.06% | 139 |
|
|
2025
Q1 | $323K | Sell |
4,505
-12,793
| -74% | -$916K | 0.04% | 177 |
|
|
2024
Q4 | $1.08M | Buy |
17,298
+12,523
| +262% | +$780K | 0.13% | 92 |
|
|
2024
Q3 | $343K | Sell |
4,775
-6,467
| -58% | -$465K | 0.04% | 155 |
|
|
2024
Q2 | $716K | Buy |
11,242
+270
| +2% | +$17.2K | 0.08% | 122 |
|
|
2024
Q1 | $670K | Buy |
10,972
+5,655
| +106% | +$346K | 0.08% | 135 |
|
|
2023
Q4 | $313K | Sell |
5,317
-12,431
| -70% | -$733K | 0.04% | 215 |
|
|
2023
Q3 | $994K | Buy |
17,748
+2,701
| +18% | +$151K | 0.14% | 92 |
|
|
2023
Q2 | $906K | Buy |
15,047
+9,309
| +162% | +$561K | 0.13% | 87 |
|
|
2023
Q1 | $356K | Sell |
5,738
-5,542
| -49% | -$344K | 0.05% | 153 |
|
|
2022
Q4 | $718K | Sell |
11,280
-8,824
| -44% | -$561K | 0.11% | 92 |
|
|
2022
Q3 | $1.13M | Buy |
20,104
+3,808
| +23% | +$213K | 0.17% | 60 |
|
|
2022
Q2 | $1.03M | Buy |
16,296
+157
| +1% | +$9.88K | 0.15% | 75 |
|
|
2022
Q1 | $1.05M | Sell |
16,139
-1,230
| -7% | -$79.9K | 0.15% | 82 |
|
|
2021
Q4 | $1.03M | Sell |
17,369
-796
| -4% | -$47.1K | 0.15% | 89 |
|
|
2021
Q3 | $960K | Buy |
18,165
+3
| +0% | +$159 | 0.14% | 90 |
|
|
2021
Q2 | $990K | Sell |
18,162
-3,128
| -15% | -$171K | 0.15% | 87 |
|
|
2021
Q1 | $1.13M | Sell |
21,290
-3,203
| -13% | -$170K | 0.18% | 76 |
|
|
2020
Q4 | $1.34M | Sell |
24,493
-2,093
| -8% | -$115K | 0.23% | 67 |
|
|
2020
Q3 | $1.32M | Sell |
26,586
-10,753
| -29% | -$535K | 0.23% | 71 |
|
|
2020
Q2 | $1.68M | Buy |
37,339
+1,683
| +5% | +$75.8K | 0.31% | 58 |
|
|
2020
Q1 | $1.59M | Buy |
35,656
+20,427
| +134% | +$911K | 0.34% | 52 |
|
|
2019
Q4 | $842K | Sell |
15,229
-5,105
| -25% | -$282K | 0.13% | 95 |
|
|
2019
Q3 | $1.11M | Buy |
20,334
+2,838
| +16% | +$155K | 0.19% | 73 |
|
|
2019
Q2 | $897K | Sell |
17,496
-5,671
| -24% | -$291K | 0.15% | 84 |
|
|
2019
Q1 | $1.09M | Sell |
23,167
-111
| -0.5% | -$5.24K | 0.21% | 74 |
|
|
2018
Q4 | $1.1M | Sell |
23,278
-16,318
| -41% | -$773K | 0.19% | 83 |
|
|
2018
Q3 | $1.85M | Buy |
39,596
+3,688
| +10% | +$172K | 0.26% | 70 |
|
|
2018
Q2 | $1.59M | Buy |
35,908
+10,728
| +43% | +$474K | 0.25% | 72 |
|
|
2018
Q1 | $1.1M | Buy |
25,180
+1,700
| +7% | +$74.4K | 0.19% | 79 |
|
|
2017
Q4 | $1.08M | Buy |
23,480
+2,418
| +11% | +$111K | 0.19% | 77 |
|
|
2017
Q3 | $955K | Sell |
21,062
-14,109
| -40% | -$640K | 0.22% | 61 |
|
|
2017
Q2 | $1.59M | Sell |
35,171
-1,345
| -4% | -$60.8K | 0.37% | 41 |
|
|
2017
Q1 | $1.56M | Buy |
36,516
+928
| +3% | +$39.5K | 0.36% | 40 |
|
|
2016
Q4 | $1.47M | Sell |
35,588
-2,432
| -6% | -$100K | 0.36% | 41 |
|
|
2016
Q3 | $1.59M | Buy |
38,020
+2,976
| +8% | +$124K | 0.51% | 33 |
|
|
2016
Q2 | $1.59M | Buy |
35,044
+2,804
| +9% | +$127K | 0.53% | 34 |
|
|
2016
Q1 | $1.5M | Sell |
32,240
-8
| -0% | -$371 | 0.58% | 28 |
|
|
2015
Q4 | $1.39M | Buy |
+32,248
| New | +$1.39M | 0.61% | 29 |
|