Wealth Management Associates’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 | $380K | Sell |
5,371
-573
| -10% | -$40.5K | 0.15% | 133 |
|
|
2025
Q1 | $426K | Hold |
5,944
| – | – | 0.18% | 105 |
|
|
2024
Q4 | $370K | Sell |
5,944
-34
| -0.6% | -$2.12K | 0.16% | 124 |
|
|
2024
Q3 | $430K | Buy |
5,978
+173
| +3% | +$12.4K | 0.19% | 116 |
|
|
2024
Q2 | $370K | Hold |
5,805
| – | – | 0.17% | 120 |
|
|
2024
Q1 | $370K | Sell |
5,805
-153
| -3% | -$9.74K | 0.17% | 120 |
|
|
2023
Q4 | $351K | Buy |
5,958
+156
| +3% | +$9.19K | 0.19% | 120 |
|
|
2023
Q3 | $325K | Buy |
5,802
+149
| +3% | +$8.34K | 0.19% | 115 |
|
|
2023
Q2 | $340K | Sell |
5,653
-128
| -2% | -$7.71K | 0.19% | 108 |
|
|
2023
Q1 | $359K | Buy |
5,781
+169
| +3% | +$10.5K | 0.22% | 101 |
|
|
2022
Q4 | $357K | Sell |
5,612
-332
| -6% | -$21.1K | 0.24% | 101 |
|
|
2022
Q3 | $333K | Buy |
5,944
+1
| +0% | +$56 | 0.23% | 115 |
|
|
2022
Q2 | $374K | Sell |
5,943
-701
| -11% | -$44.1K | 0.26% | 103 |
|
|
2022
Q1 | $412K | Buy |
6,644
+961
| +17% | +$59.6K | 0.23% | 108 |
|
|
2021
Q4 | $337K | Buy |
5,683
+452
| +9% | +$26.8K | 0.18% | 142 |
|
|
2021
Q3 | $274K | Buy |
5,231
+258
| +5% | +$13.5K | 0.16% | 145 |
|
|
2021
Q2 | $269K | Sell |
4,973
-939
| -16% | -$50.8K | 0.15% | 156 |
|
|
2021
Q1 | $312K | Buy |
5,912
+195
| +3% | +$10.3K | 0.2% | 124 |
|
|
2020
Q4 | $314K | Buy |
5,717
+2
| +0% | +$110 | 0.21% | 121 |
|
|
2020
Q3 | $282K | Sell |
5,715
-90
| -2% | -$4.44K | 0.22% | 116 |
|
|
2020
Q2 | $259K | Sell |
5,805
-1,602
| -22% | -$71.6K | 0.22% | 109 |
|
|
2020
Q1 | $328K | Buy |
7,407
+1,070
| +17% | +$47.3K | 0.33% | 78 |
|
|
2019
Q4 | $351K | Sell |
6,337
-98
| -2% | -$5.42K | 0.25% | 88 |
|
|
2019
Q3 | $350K | Buy |
6,435
+2,411
| +60% | +$131K | 0.28% | 84 |
|
|
2019
Q2 | $205K | Buy |
+4,024
| New | +$205K | 0.2% | 95 |
|