Wealthcare Advisory Partners’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 | $3.29M | Buy |
46,468
+3,543
| +8% | +$251K | 0.08% | 219 |
|
|
2025
Q1 | $3.07M | Buy |
42,925
+584
| +1% | +$41.8K | 0.08% | 210 |
|
|
2024
Q4 | $2.64M | Buy |
42,341
+423
| +1% | +$26.3K | 0.07% | 221 |
|
|
2024
Q3 | $3.01M | Buy |
41,918
+1,480
| +4% | +$106K | 0.09% | 202 |
|
|
2024
Q2 | $2.57M | Buy |
40,438
+1,804
| +5% | +$115K | 0.08% | 207 |
|
|
2024
Q1 | $2.36M | Buy |
38,634
+4,754
| +14% | +$291K | 0.08% | 209 |
|
|
2023
Q4 | $2M | Buy |
33,880
+5,141
| +18% | +$303K | 0.08% | 203 |
|
|
2023
Q3 | $1.61M | Sell |
28,739
-2,106
| -7% | -$118K | 0.07% | 204 |
|
|
2023
Q2 | $1.86M | Sell |
30,845
-1,055
| -3% | -$63.5K | 0.08% | 189 |
|
|
2023
Q1 | $1.98M | Buy |
31,900
+472
| +2% | +$29.3K | 0.09% | 177 |
|
|
2022
Q4 | $2M | Buy |
31,428
+1,395
| +5% | +$88.7K | 0.1% | 161 |
|
|
2022
Q3 | $1.68M | Buy |
30,033
+4,762
| +19% | +$267K | 0.1% | 157 |
|
|
2022
Q2 | $1.59M | Buy |
25,271
+22
| +0.1% | +$1.38K | 0.1% | 141 |
|
|
2022
Q1 | $1.57M | Buy |
25,249
+1,466
| +6% | +$90.9K | 0.1% | 129 |
|
|
2021
Q4 | $1.41M | Buy |
23,783
+1,997
| +9% | +$118K | 0.08% | 144 |
|
|
2021
Q3 | $1.14M | Buy |
21,786
+3,114
| +17% | +$163K | 0.07% | 168 |
|
|
2021
Q2 | $1.01M | Buy |
18,672
+397
| +2% | +$21.5K | 0.07% | 195 |
|
|
2021
Q1 | $963K | Buy |
18,275
+501
| +3% | +$26.4K | 0.07% | 188 |
|
|
2020
Q4 | $975K | Buy |
17,774
+4,281
| +32% | +$235K | 0.09% | 150 |
|
|
2020
Q3 | $666K | Buy |
13,493
+172
| +1% | +$8.49K | 0.07% | 167 |
|
|
2020
Q2 | $595K | Buy |
13,321
+170
| +1% | +$7.59K | 0.07% | 153 |
|
|
2020
Q1 | $582K | Sell |
13,151
-1,159
| -8% | -$51.3K | 0.09% | 133 |
|
|
2019
Q4 | $792K | Buy |
14,310
+475
| +3% | +$26.3K | 0.1% | 124 |
|
|
2019
Q3 | $753K | Buy |
13,835
+1,741
| +14% | +$94.8K | 0.11% | 112 |
|
|
2019
Q2 | $616K | Sell |
12,094
-402
| -3% | -$20.5K | 0.1% | 126 |
|
|
2019
Q1 | $586K | Sell |
12,496
-203
| -2% | -$9.52K | 0.1% | 121 |
|
|
2018
Q4 | $601K | Sell |
12,699
-49
| -0.4% | -$2.32K | 0.12% | 108 |
|
|
2018
Q3 | $589K | Sell |
12,748
-856
| -6% | -$39.6K | 0.11% | 106 |
|
|
2018
Q2 | $597K | Buy |
13,604
+504
| +4% | +$22.1K | 0.12% | 102 |
|
|
2018
Q1 | $569K | Buy |
13,100
+2,386
| +22% | +$104K | 0.13% | 99 |
|
|
2017
Q4 | $492K | Buy |
10,714
+3,434
| +47% | +$158K | 0.13% | 96 |
|
|
2017
Q3 | $328K | Buy |
7,280
+7,080
| +3,540% | +$319K | 0.1% | 111 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 80 |
|
|
2017
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 80 |
|
|
2016
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 85 |
|
|
2016
Q3 | $8K | Hold |
200
| – | – | 0.01% | 68 |
|
|
2016
Q2 | $9K | Buy |
+200
| New | +$9K | 0.01% | 79 |
|