VAG
VisionPoint Advisory Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
9,469
+4,813
| +103% | +$341K | 0.15% | 155 |
|
|
2025
Q1 | $333K | Buy |
4,656
+3,090
| +197% | +$221K | 0.11% | 158 |
|
|
2024
Q4 | $96.8K | Hold |
1,566
| – | – | 0.03% | 233 |
|
|
2024
Q3 | $113K | Hold |
1,566
| – | – | 0.04% | 215 |
|
|
2024
Q2 | $99.7K | Sell |
1,566
-1
| -0.1% | -$64 | 0.04% | 219 |
|
|
2024
Q1 | $95.9K | Sell |
1,567
-75
| -5% | -$4.59K | 0.03% | 210 |
|
|
2023
Q4 | $96.8K | Sell |
1,642
-1,023
| -38% | -$60.3K | 0.04% | 191 |
|
|
2023
Q3 | $149K | Buy |
2,665
+1,099
| +70% | +$61.5K | 0.06% | 159 |
|
|
2023
Q2 | $94.3K | Buy |
+1,566
| New | +$94.3K | 0.04% | 179 |
|
|
2021
Q1 | – | Sell |
-9,491
| Closed | -$520K | – | 137 |
|
|
2020
Q4 | $520K | Sell |
9,491
-40,855
| -81% | -$2.24M | 0.26% | 79 |
|
|
2020
Q3 | $2.49M | Sell |
50,346
-14,248
| -22% | -$704K | 1.07% | 17 |
|
|
2020
Q2 | $3.13M | Sell |
64,594
-2,919
| -4% | -$142K | 1.27% | 16 |
|
|
2020
Q1 | $2.99M | Buy |
67,513
+60,292
| +835% | +$2.67M | 1.4% | 13 |
|
|
2019
Q4 | $400K | Sell |
7,221
-44,174
| -86% | -$2.45M | 0.17% | 76 |
|
|
2019
Q3 | $2.8M | Buy |
51,395
+134
| +0.3% | +$7.31K | 0.77% | 19 |
|
|
2019
Q2 | $2.61M | Sell |
51,261
-5,334
| -9% | -$272K | 0.75% | 19 |
|
|
2019
Q1 | $2.65M | Sell |
56,595
-81,740
| -59% | -$3.83M | 0.75% | 23 |
|
|
2018
Q4 | $6.55M | Buy |
+138,335
| New | +$6.55M | 2.12% | 7 |
|