WFA of San Diego’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 | $182K | Buy |
+2,575
| New | +$182K | 0.13% | 96 |
|
|
2024
Q3 | $208K | Hold |
2,900
| – | – | 0.18% | 89 |
|
|
2024
Q2 | $185K | Buy |
+2,900
| New | +$185K | 0.17% | 89 |
|
|
2023
Q3 | $162K | Hold |
2,900
| – | – | 0.17% | 88 |
|
|
2023
Q2 | $175K | Sell |
2,900
-700
| -19% | -$42.2K | 0.17% | 86 |
|
|
2023
Q1 | $223K | Sell |
3,600
-260
| -7% | -$16.1K | 0.23% | 69 |
|
|
2022
Q4 | $246K | Sell |
3,860
-300
| -7% | -$19.1K | 0.19% | 82 |
|
|
2022
Q3 | $233K | Buy |
4,160
+921
| +28% | +$51.6K | 0.21% | 81 |
|
|
2022
Q2 | $204K | Sell |
3,239
-403
| -11% | -$25.4K | 0.17% | 81 |
|
|
2022
Q1 | $226K | Sell |
3,642
-1,043
| -22% | -$64.7K | 0.17% | 84 |
|
|
2021
Q4 | $277K | Buy |
4,685
+981
| +26% | +$58K | 0.16% | 99 |
|
|
2021
Q3 | $194K | Buy |
+3,704
| New | +$194K | 0.14% | 102 |
|
|
2021
Q2 | – | Sell |
-3,910
| Closed | -$206K | – | 91 |
|
|
2021
Q1 | $206K | Buy |
+3,910
| New | +$206K | 0.17% | 87 |
|
|
2020
Q3 | – | Sell |
-12,261
| Closed | -$699K | – | 169 |
|
|
2020
Q2 | $699K | Buy |
+12,261
| New | +$699K | 0.16% | 123 |
|