Wescott Financial Advisory 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 | $475K | Sell |
6,711
-179
| -3% | -$12.7K | 0.05% | 122 |
|
|
2025
Q1 | $493K | Buy |
6,890
+132
| +2% | +$9.45K | 0.05% | 111 |
|
|
2024
Q4 | $421K | Buy |
6,758
+603
| +10% | +$37.5K | 0.04% | 124 |
|
|
2024
Q3 | $442K | Sell |
6,155
-22
| -0.4% | -$1.58K | 0.05% | 124 |
|
|
2024
Q2 | $393K | Buy |
6,177
+45
| +0.7% | +$2.86K | 0.05% | 125 |
|
|
2024
Q1 | $375K | Sell |
6,132
-132
| -2% | -$8.08K | 0.05% | 122 |
|
|
2023
Q4 | $369K | Hold |
6,264
| – | – | 0.05% | 119 |
|
|
2023
Q3 | $351K | Hold |
6,264
| – | – | 0.06% | 116 |
|
|
2023
Q2 | $377K | Sell |
6,264
-305
| -5% | -$18.4K | 0.07% | 115 |
|
|
2023
Q1 | $407K | Buy |
6,569
+447
| +7% | +$27.7K | 0.09% | 105 |
|
|
2022
Q4 | $389K | Buy |
6,122
+48
| +0.8% | +$3.05K | 0.08% | 105 |
|
|
2022
Q3 | $340K | Buy |
6,074
+50
| +0.8% | +$2.8K | 0.09% | 106 |
|
|
2022
Q2 | $379K | Sell |
6,024
-13
| -0.2% | -$818 | 0.1% | 93 |
|
|
2022
Q1 | $374K | Buy |
6,037
+60
| +1% | +$3.72K | 0.1% | 95 |
|
|
2021
Q4 | $354K | Sell |
5,977
-368
| -6% | -$21.8K | 0.18% | 51 |
|
|
2021
Q3 | $333K | Buy |
6,345
+189
| +3% | +$9.92K | 0.19% | 50 |
|
|
2021
Q2 | $349K | Buy |
6,156
+123
| +2% | +$6.97K | 0.21% | 47 |
|
|
2021
Q1 | $318K | Buy |
6,033
+83
| +1% | +$4.38K | 0.21% | 47 |
|
|
2020
Q4 | $326K | Buy |
+5,950
| New | +$326K | 0.23% | 42 |
|