Virginia Wealth Management Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,550
| Closed | -$283K | – | 53 |
|
|
2024
Q4 | $283K | Hold |
4,550
| – | – | 0.18% | 52 |
|
|
2024
Q3 | $327K | Hold |
4,550
| – | – | 0.21% | 52 |
|
|
2024
Q2 | $290K | Hold |
4,550
| – | – | 0.24% | 51 |
|
|
2024
Q1 | $278K | Hold |
4,550
| – | – | 0.23% | 52 |
|
|
2023
Q4 | $268K | Sell |
4,550
-1,900
| -29% | -$112K | 0.23% | 54 |
|
|
2023
Q3 | $361K | Hold |
6,450
| – | – | 0.24% | 61 |
|
|
2023
Q2 | $388K | Sell |
6,450
-200
| -3% | -$12K | 0.27% | 60 |
|
|
2023
Q1 | $413K | Hold |
6,650
| – | – | 0.28% | 58 |
|
|
2022
Q4 | $423K | Buy |
6,650
+500
| +8% | +$31.8K | 0.29% | 62 |
|
|
2022
Q3 | $345K | Buy |
6,150
+1,600
| +35% | +$89.8K | 0.26% | 64 |
|
|
2022
Q2 | $286K | Sell |
4,550
-200
| -4% | -$12.6K | 0.27% | 56 |
|
|
2022
Q1 | $300K | Hold |
4,750
| – | – | 0.27% | 55 |
|
|
2021
Q4 | $281K | Buy |
+4,750
| New | +$281K | 0.25% | 58 |
|