Visionary 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 | $7.15M | Buy |
101,049
+1,492
| +1% | +$106K | 0.37% | 79 |
|
|
2025
Q1 | $7.13M | Sell |
99,557
-8,131
| -8% | -$582K | 0.43% | 71 |
|
|
2024
Q4 | $6.7M | Buy |
107,688
+6,083
| +6% | +$379K | 0.39% | 74 |
|
|
2024
Q3 | $7.3M | Sell |
101,605
-164
| -0.2% | -$11.8K | 0.44% | 71 |
|
|
2024
Q2 | $6.48M | Sell |
101,769
-194
| -0.2% | -$12.3K | 0.42% | 67 |
|
|
2024
Q1 | $6.24M | Sell |
101,963
-237
| -0.2% | -$14.5K | 0.42% | 70 |
|
|
2023
Q4 | $6.02M | Sell |
102,200
-629
| -0.6% | -$37.1K | 0.44% | 62 |
|
|
2023
Q3 | $5.76M | Buy |
102,829
+718
| +0.7% | +$40.2K | 0.47% | 60 |
|
|
2023
Q2 | $6.15M | Sell |
102,111
-377
| -0.4% | -$22.7K | 0.49% | 54 |
|
|
2023
Q1 | $6.36M | Sell |
102,488
-483
| -0.5% | -$30K | 0.54% | 50 |
|
|
2022
Q4 | $6.55M | Sell |
102,971
-2,173
| -2% | -$138K | 0.6% | 48 |
|
|
2022
Q3 | $5.89M | Sell |
105,144
-1,177
| -1% | -$65.9K | 0.61% | 39 |
|
|
2022
Q2 | $6.69M | Sell |
106,321
-377
| -0.4% | -$23.7K | 0.6% | 42 |
|
|
2022
Q1 | $6.62M | Buy |
106,698
+1,949
| +2% | +$121K | 0.53% | 44 |
|
|
2021
Q4 | $6.2M | Buy |
104,749
+6,705
| +7% | +$397K | 0.51% | 48 |
|
|
2021
Q3 | $5.14M | Buy |
98,044
+1,147
| +1% | +$60.2K | 0.53% | 48 |
|
|
2021
Q2 | $5.24M | Sell |
96,897
-1,489
| -2% | -$80.6K | 0.53% | 45 |
|
|
2021
Q1 | $5.19M | Buy |
98,386
+10,098
| +11% | +$532K | 0.55% | 46 |
|
|
2020
Q4 | $4.84M | Buy |
88,288
+2,203
| +3% | +$121K | 0.54% | 48 |
|
|
2020
Q3 | $4.25M | Buy |
86,085
+3,048
| +4% | +$150K | 0.6% | 44 |
|
|
2020
Q2 | $3.71M | Buy |
83,037
+4,906
| +6% | +$219K | 0.57% | 43 |
|
|
2020
Q1 | $3.46M | Buy |
78,131
+1,388
| +2% | +$61.4K | 0.65% | 50 |
|
|
2019
Q4 | $4.25M | Buy |
+76,743
| New | +$4.25M | 0.76% | 40 |
|