WealthShield 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 | $1.37M | Sell |
19,426
-602
| -3% | -$42.6K | 0.17% | 146 |
|
|
2025
Q1 | $1.44M | Buy |
20,028
+2,780
| +16% | +$200K | 0.18% | 129 |
|
|
2024
Q4 | $1.07M | Sell |
17,248
-757
| -4% | -$47.1K | 0.15% | 142 |
|
|
2024
Q3 | $1.3M | Buy |
18,005
+1,201
| +7% | +$86.6K | 0.18% | 130 |
|
|
2024
Q2 | $1.08M | Buy |
16,804
+644
| +4% | +$41.3K | 0.16% | 142 |
|
|
2024
Q1 | $996K | Sell |
16,160
-2,365
| -13% | -$146K | 0.16% | 143 |
|
|
2023
Q4 | $1.09M | Sell |
18,525
-1,400
| -7% | -$82.5K | 0.18% | 139 |
|
|
2023
Q3 | $1.12M | Sell |
19,925
-1,101
| -5% | -$62.1K | 0.17% | 134 |
|
|
2023
Q2 | $1.28M | Buy |
21,026
+7,689
| +58% | +$468K | 0.19% | 127 |
|
|
2023
Q1 | $833K | Buy |
13,337
+797
| +6% | +$49.8K | 0.13% | 164 |
|
|
2022
Q4 | $798K | Buy |
12,540
+234
| +2% | +$14.9K | 0.15% | 159 |
|
|
2022
Q3 | $695K | Buy |
12,306
+103
| +0.8% | +$5.82K | 0.14% | 170 |
|
|
2022
Q2 | $773K | Buy |
12,203
+719
| +6% | +$45.5K | 0.15% | 158 |
|
|
2022
Q1 | $717K | Sell |
11,484
-68
| -0.6% | -$4.25K | 0.11% | 188 |
|
|
2021
Q4 | $684K | Buy |
11,552
+1,653
| +17% | +$97.9K | 0.11% | 169 |
|
|
2021
Q3 | $520K | Sell |
9,899
-1,545
| -14% | -$81.2K | 0.14% | 135 |
|
|
2021
Q2 | $619K | Buy |
11,444
+1,686
| +17% | +$91.2K | 0.1% | 145 |
|
|
2021
Q1 | $514K | Sell |
9,758
-19,909
| -67% | -$1.05M | 0.09% | 156 |
|
|
2020
Q4 | $1.63M | Buy |
29,667
+2,533
| +9% | +$139K | 0.3% | 74 |
|
|
2020
Q3 | $1.34M | Buy |
27,134
+254
| +0.9% | +$12.5K | 0.47% | 56 |
|
|
2020
Q2 | $1.2M | Buy |
26,880
+4,696
| +21% | +$210K | 0.55% | 45 |
|
|
2020
Q1 | $982K | Sell |
22,184
-3,911
| -15% | -$173K | 0.6% | 40 |
|
|
2019
Q4 | $1.44M | Buy |
26,095
+2,518
| +11% | +$139K | 0.7% | 28 |
|
|
2019
Q3 | $1.28M | Buy |
23,577
+2,357
| +11% | +$128K | 0.68% | 29 |
|
|
2019
Q2 | $1.08M | Buy |
21,220
+1,597
| +8% | +$81.4K | 0.63% | 31 |
|
|
2019
Q1 | $920K | Buy |
19,623
+3,879
| +25% | +$182K | 0.51% | 45 |
|
|
2018
Q4 | $745K | Buy |
15,744
+73
| +0.5% | +$3.45K | 0.51% | 39 |
|
|
2018
Q3 | $730K | Sell |
15,671
-37
| -0.2% | -$1.72K | 0.42% | 44 |
|
|
2018
Q2 | $695K | Sell |
15,708
-1,959
| -11% | -$86.7K | 0.42% | 43 |
|
|
2018
Q1 | $774K | Sell |
17,667
-246
| -1% | -$10.8K | 0.49% | 41 |
|
|
2017
Q4 | $816K | Buy |
+17,913
| New | +$816K | 0.5% | 41 |
|