Wealth Alliance’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 | $961K | Sell |
13,584
-4,047
| -23% | -$286K | 0.11% | 173 |
|
|
2025
Q1 | $1.26M | Buy |
17,631
+2,833
| +19% | +$203K | 0.15% | 132 |
|
|
2024
Q4 | $921K | Buy |
14,798
+123
| +0.8% | +$7.66K | 0.11% | 173 |
|
|
2024
Q3 | $1.05M | Buy |
14,675
+1,399
| +11% | +$101K | 0.13% | 159 |
|
|
2024
Q2 | $845K | Sell |
13,276
-333
| -2% | -$21.2K | 0.11% | 172 |
|
|
2024
Q1 | $833K | Buy |
13,609
+204
| +2% | +$12.5K | 0.11% | 185 |
|
|
2023
Q4 | $790K | Buy |
13,405
+1,590
| +13% | +$93.7K | 0.11% | 184 |
|
|
2023
Q3 | $661K | Buy |
11,815
+233
| +2% | +$13K | 0.1% | 193 |
|
|
2023
Q2 | $697K | Buy |
11,582
+565
| +5% | +$34K | 0.1% | 194 |
|
|
2023
Q1 | $683K | Sell |
11,017
-429
| -4% | -$26.6K | 0.11% | 190 |
|
|
2022
Q4 | $728K | Buy |
11,446
+2,995
| +35% | +$191K | 0.13% | 179 |
|
|
2022
Q3 | $473K | Sell |
8,451
-1,113
| -12% | -$62.3K | 0.09% | 224 |
|
|
2022
Q2 | $601K | Buy |
9,564
+1,295
| +16% | +$81.4K | 0.12% | 188 |
|
|
2022
Q1 | $513K | Sell |
8,269
-3,448
| -29% | -$214K | 0.1% | 212 |
|
|
2021
Q4 | $694K | Sell |
11,717
-2,001
| -15% | -$119K | 0.14% | 168 |
|
|
2021
Q3 | $720K | Sell |
13,718
-470
| -3% | -$24.7K | 0.16% | 143 |
|
|
2021
Q2 | $768K | Buy |
14,188
+4,441
| +46% | +$240K | 0.18% | 135 |
|
|
2021
Q1 | $514K | Sell |
9,747
-2,497
| -20% | -$132K | 0.14% | 172 |
|
|
2020
Q4 | $672K | Sell |
12,244
-3,017
| -20% | -$166K | 0.2% | 131 |
|
|
2020
Q3 | $753K | Sell |
15,261
-340
| -2% | -$16.8K | 0.27% | 87 |
|
|
2020
Q2 | $697K | Sell |
15,601
-3,443
| -18% | -$154K | 0.28% | 91 |
|
|
2020
Q1 | $843K | Buy |
19,044
+2,716
| +17% | +$120K | 0.45% | 60 |
|
|
2019
Q4 | $904K | Buy |
+16,328
| New | +$904K | 0.64% | 42 |
|