XWM
Xcel Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
6,514
-416
| -6% | -$29.4K | 0.13% | 94 |
|
|
2025
Q1 | $496K | Sell |
6,930
-3,200
| -32% | -$229K | 0.15% | 91 |
|
|
2024
Q4 | $631K | Sell |
10,130
-1,061
| -9% | -$66.1K | 0.17% | 79 |
|
|
2024
Q3 | $804K | Sell |
11,191
-4,820
| -30% | -$346K | 0.24% | 67 |
|
|
2024
Q2 | $1.02M | Sell |
16,011
-4,367
| -21% | -$278K | 0.32% | 57 |
|
|
2024
Q1 | $1.25M | Sell |
20,378
-2,800
| -12% | -$171K | 0.39% | 50 |
|
|
2023
Q4 | $1.37M | Sell |
23,178
-3,050
| -12% | -$180K | 0.48% | 49 |
|
|
2023
Q3 | $1.47M | Sell |
26,228
-3,517
| -12% | -$197K | 0.58% | 43 |
|
|
2023
Q2 | $1.79M | Sell |
29,745
-1,985
| -6% | -$120K | 0.57% | 48 |
|
|
2023
Q1 | $1.97M | Buy |
31,730
+360
| +1% | +$22.3K | 0.69% | 43 |
|
|
2022
Q4 | $2M | Sell |
31,370
-10,500
| -25% | -$668K | 0.79% | 39 |
|
|
2022
Q3 | $2.35M | Hold |
41,870
| – | – | 0.87% | 36 |
|
|
2022
Q2 | $2.63M | Sell |
41,870
-3,395
| -8% | -$214K | 0.96% | 32 |
|
|
2022
Q1 | $2.81M | Sell |
45,265
-1,138
| -2% | -$70.5K | 0.77% | 39 |
|
|
2021
Q4 | $2.75M | Buy |
46,403
+5
| +0% | +$296 | 0.71% | 43 |
|
|
2021
Q3 | $2.44M | Hold |
46,398
| – | – | 0.71% | 43 |
|
|
2021
Q2 | $2.51M | Hold |
46,398
| – | – | 0.76% | 38 |
|
|
2021
Q1 | $2.45M | Buy |
46,398
+26,360
| +132% | +$1.39M | 0.87% | 34 |
|
|
2020
Q4 | $1.1M | Buy |
20,038
+800
| +4% | +$43.8K | 0.47% | 46 |
|
|
2020
Q3 | $949K | Buy |
19,238
+3,185
| +20% | +$157K | 0.49% | 46 |
|
|
2020
Q2 | $717K | Buy |
+16,053
| New | +$717K | 0.44% | 47 |
|