Widmann Financial Services’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 | $2.02M | Buy |
28,495
+440
| +2% | +$31.1K | 1.41% | 20 |
|
|
2025
Q1 | $2.01M | Buy |
28,055
+539
| +2% | +$38.6K | 1.56% | 19 |
|
|
2024
Q4 | $1.71M | Buy |
27,516
+597
| +2% | +$37.2K | 1.33% | 21 |
|
|
2024
Q3 | $1.93M | Sell |
26,919
-247
| -0.9% | -$17.7K | 1.46% | 19 |
|
|
2024
Q2 | $1.73M | Sell |
27,166
-173
| -0.6% | -$11K | 1.41% | 20 |
|
|
2024
Q1 | $1.67M | Sell |
27,339
-1
| -0% | -$61 | 1.41% | 21 |
|
|
2023
Q4 | $1.61M | Buy |
27,340
+604
| +2% | +$35.6K | 1.45% | 20 |
|
|
2023
Q3 | $1.5M | Buy |
26,736
+1,580
| +6% | +$88.4K | 1.49% | 22 |
|
|
2023
Q2 | $1.51M | Buy |
25,156
+274
| +1% | +$16.5K | 1.45% | 21 |
|
|
2023
Q1 | $1.54M | Sell |
24,882
-100
| -0.4% | -$6.2K | 1.56% | 20 |
|
|
2022
Q4 | $1.59M | Sell |
24,982
-91
| -0.4% | -$5.79K | 1.66% | 17 |
|
|
2022
Q3 | $1.4M | Sell |
25,073
-115
| -0.5% | -$6.44K | 1.56% | 19 |
|
|
2022
Q2 | $1.58M | Buy |
25,188
+84
| +0.3% | +$5.28K | 1.64% | 22 |
|
|
2022
Q1 | $1.56M | Sell |
25,104
-46
| -0.2% | -$2.85K | 1.38% | 25 |
|
|
2021
Q4 | $1.49M | Buy |
+25,150
| New | +$1.49M | 1.23% | 26 |
|