Wellspring Financial Advisors’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 | $205K | Buy |
11,850
+1,415
| +14% | +$24.5K | 0.02% | 164 |
|
|
2025
Q1 | $190K | Sell |
10,435
-400
| -4% | -$7.28K | 0.02% | 131 |
|
|
2024
Q4 | $171K | Buy |
10,835
+479
| +5% | +$7.57K | 0.02% | 138 |
|
|
2024
Q3 | $180K | Buy |
+10,356
| New | +$180K | 0.02% | 153 |
|
|
2023
Q4 | – | Sell |
-3,821
| Closed | -$214K | – | 139 |
|
|
2023
Q3 | $214K | Sell |
3,821
-276
| -7% | -$15.4K | 0.06% | 103 |
|
|
2023
Q2 | $247K | Buy |
4,097
+8
| +0.2% | +$482 | 0.07% | 91 |
|
|
2023
Q1 | $254K | Hold |
4,089
| – | – | 0.08% | 98 |
|
|
2022
Q4 | $260K | Sell |
4,089
-138
| -3% | -$8.78K | 0.09% | 89 |
|
|
2022
Q3 | $237K | Buy |
4,227
+34
| +0.8% | +$1.91K | 0.09% | 74 |
|
|
2022
Q2 | $264K | Buy |
4,193
+180
| +4% | +$11.3K | 0.09% | 71 |
|
|
2022
Q1 | $249K | Buy |
4,013
+436
| +12% | +$27.1K | 0.07% | 80 |
|
|
2021
Q4 | $212K | Buy |
+3,577
| New | +$212K | 0.06% | 97 |
|