Western Wealth Management’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 | $2.97M | Sell |
41,915
-285
| -0.7% | -$20.2K | 0.18% | 111 |
|
|
2025
Q1 | $3.02M | Sell |
42,200
-1,837
| -4% | -$132K | 0.2% | 103 |
|
|
2024
Q4 | $2.74M | Sell |
44,037
-22,048
| -33% | -$1.37M | 0.18% | 108 |
|
|
2024
Q3 | $4.75M | Buy |
66,085
+22,163
| +50% | +$1.59M | 0.27% | 78 |
|
|
2024
Q2 | $2.8M | Sell |
43,922
-740
| -2% | -$47.1K | 0.21% | 96 |
|
|
2024
Q1 | $2.73M | Sell |
44,662
-23,781
| -35% | -$1.45M | 0.21% | 96 |
|
|
2023
Q4 | $4.03M | Sell |
68,443
-5,721
| -8% | -$337K | 0.29% | 75 |
|
|
2023
Q3 | $4.15M | Sell |
74,164
-23
| -0% | -$1.29K | 0.35% | 57 |
|
|
2023
Q2 | $4.47M | Buy |
74,187
+2,112
| +3% | +$127K | 0.38% | 50 |
|
|
2023
Q1 | $4.47M | Buy |
72,075
+467
| +0.7% | +$29K | 0.42% | 50 |
|
|
2022
Q4 | $4.56M | Sell |
71,608
-51,864
| -42% | -$3.3M | 0.47% | 44 |
|
|
2022
Q3 | $7.01M | Sell |
123,472
-948
| -0.8% | -$53.8K | 0.4% | 50 |
|
|
2022
Q2 | $7.83M | Buy |
124,420
+397
| +0.3% | +$25K | 0.45% | 43 |
|
|
2022
Q1 | $7.69M | Buy |
124,023
+65,388
| +112% | +$4.05M | 0.37% | 52 |
|
|
2021
Q4 | $3.48M | Buy |
+58,635
| New | +$3.48M | 0.34% | 60 |
|
|
2021
Q2 | $3.88M | Buy |
71,802
+21,208
| +42% | +$1.15M | 0.4% | 48 |
|
|
2021
Q1 | $2.67M | Buy |
50,594
+3,974
| +9% | +$209K | 0.36% | 61 |
|
|
2020
Q4 | $2.56M | Sell |
46,620
-4,486
| -9% | -$246K | 0.38% | 55 |
|
|
2020
Q3 | $2.52M | Sell |
51,106
-2,239
| -4% | -$111K | 0.41% | 46 |
|
|
2020
Q2 | $2.38M | Sell |
53,345
-3,220
| -6% | -$144K | 0.43% | 44 |
|
|
2020
Q1 | $2.5M | Buy |
56,565
+16,071
| +40% | +$711K | 0.57% | 33 |
|
|
2019
Q4 | $2.24M | Sell |
40,494
-10,910
| -21% | -$604K | 0.34% | 63 |
|
|
2019
Q3 | $2.79M | Buy |
51,404
+487
| +1% | +$26.5K | 0.58% | 34 |
|
|
2019
Q2 | $2.59M | Sell |
50,917
-2,021
| -4% | -$103K | 0.34% | 60 |
|
|
2019
Q1 | $2.48M | Buy |
52,938
+19,418
| +58% | +$909K | 0.55% | 36 |
|
|
2018
Q4 | $1.59M | Buy |
+33,520
| New | +$1.59M | 0.43% | 48 |
|