Vigilare 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 | $220K | Sell |
3,105
-129
| -4% | -$9.13K | 0.08% | 113 |
|
|
2025
Q1 | $232K | Hold |
3,234
| – | – | 0.09% | 90 |
|
|
2024
Q4 | $201K | Buy |
3,234
+4
| +0.1% | +$249 | 0.08% | 89 |
|
|
2024
Q3 | $232K | Buy |
3,230
+1
| +0% | +$72 | 0.09% | 82 |
|
|
2024
Q2 | $206K | Buy |
+3,229
| New | +$206K | 0.09% | 87 |
|
|
2024
Q1 | – | Sell |
-4,657
| Closed | -$274K | – | 103 |
|
|
2023
Q4 | $274K | Buy |
4,657
+15
| +0.3% | +$884 | 0.14% | 81 |
|
|
2023
Q3 | $260K | Sell |
4,642
-2,493
| -35% | -$140K | 0.17% | 68 |
|
|
2023
Q2 | $430K | Sell |
7,135
-564
| -7% | -$34K | 0.25% | 47 |
|
|
2023
Q1 | $478K | Sell |
7,699
-1,200
| -13% | -$74.4K | 0.27% | 51 |
|
|
2022
Q4 | $566K | Sell |
8,899
-987
| -10% | -$62.8K | 0.33% | 41 |
|
|
2022
Q3 | $554K | Sell |
9,886
-144
| -1% | -$8.07K | 0.72% | 38 |
|
|
2022
Q2 | $631K | Sell |
10,030
-193
| -2% | -$12.1K | 0.68% | 37 |
|
|
2022
Q1 | $634K | Sell |
10,223
-1,910
| -16% | -$118K | 0.52% | 52 |
|
|
2021
Q4 | $718K | Buy |
+12,133
| New | +$718K | 0.42% | 59 |
|
|
2020
Q2 | – | Sell |
-16,354
| Closed | -$724K | – | 133 |
|
|
2020
Q1 | $724K | Buy |
+16,354
| New | +$724K | 0.87% | 32 |
|