Wealth Dimensions 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
Q2 | $485K | Buy |
6,859
+74
| +1% | +$5.24K | 0.11% | 104 |
|
|
2025
Q1 | $486K | Sell |
6,785
-528
| -7% | -$37.8K | 0.12% | 101 |
|
|
2024
Q4 | $455K | Buy |
7,313
+109
| +2% | +$6.79K | 0.11% | 98 |
|
|
2024
Q3 | $518K | Sell |
7,204
-371
| -5% | -$26.7K | 0.13% | 82 |
|
|
2024
Q2 | $482K | Sell |
7,575
-218
| -3% | -$13.9K | 0.14% | 83 |
|
|
2024
Q1 | $477K | Sell |
7,793
-213
| -3% | -$13K | 0.14% | 84 |
|
|
2023
Q4 | $472K | Sell |
8,006
-313
| -4% | -$18.4K | 0.15% | 78 |
|
|
2023
Q3 | $466K | Sell |
8,319
-54
| -0.6% | -$3.02K | 0.17% | 77 |
|
|
2023
Q2 | $504K | Buy |
8,373
+547
| +7% | +$32.9K | 0.18% | 76 |
|
|
2023
Q1 | $485K | Sell |
7,826
-32
| -0.4% | -$1.99K | 0.19% | 73 |
|
|
2022
Q4 | $500K | Buy |
7,858
+1,471
| +23% | +$93.6K | 0.2% | 71 |
|
|
2022
Q3 | $358K | Sell |
6,387
-44
| -0.7% | -$2.47K | 0.18% | 85 |
|
|
2022
Q2 | $405K | Sell |
6,431
-66
| -1% | -$4.16K | 0.19% | 79 |
|
|
2022
Q1 | $403K | Buy |
6,497
+273
| +4% | +$16.9K | 0.19% | 88 |
|
|
2021
Q4 | $369K | Buy |
6,224
+1,589
| +34% | +$94.2K | 0.18% | 92 |
|
|
2021
Q3 | $243K | Sell |
4,635
-496
| -10% | -$26K | 0.16% | 110 |
|
|
2021
Q2 | $278K | Sell |
5,131
-18
| -0.3% | -$975 | 0.19% | 97 |
|
|
2021
Q1 | $271K | Sell |
5,149
-200
| -4% | -$10.5K | 0.21% | 93 |
|
|
2020
Q4 | $293K | Buy |
+5,349
| New | +$293K | 0.25% | 79 |
|