Aspireon Wealth Advisors Coca Cola CO Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Coca Cola CO stock. As of the latest transaction made, Aspireon Wealth Advisors holds 11,254 shares of KO stock, worth $707,201. This represents 0.38% of its overall portfolio holdings.

Number of Shares

11,254

Previous 12,341 8.81%

Holding current value

$707,201

Previous $796,000 12.31%

% of portfolio

0.38%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	SELL	$58.86 - $63.4 $63,980 - $68,915	-1,087 Reduced 8.81%	11,254 $698,000
Q4 2022 Feb 08, 2023	SELL	$54.39 - $64.37 $16,969 - $20,083	-312 Reduced 2.47%	12,341 $796,000
Q3 2022 Nov 18, 2022	BUY	$56.02 - $65.22 $296,121 - $344,752	5,286 Added 71.75%	12,653 $709,000
Q3 2022 Nov 15, 2022	SELL	$56.02 - $65.22 $287,382 - $334,578	-5,130 Reduced 41.05%	7,367 $526,000
Q2 2022 Jul 29, 2022	BUY	$59.07 - $66.21 $35,560 - $39,858	602 Added 5.06%	12,497 $786,000
Q1 2022 May 11, 2022	SELL	$57.88 - $62.85 $11,576 - $12,570	-200 Reduced 1.65%	11,895 $737,000
Q4 2021 Feb 15, 2022	SELL	$52.3 - $59.21 $73,063 - $82,716	-1,397 Reduced 10.35%	12,095 $716,000
Q3 2021 Nov 15, 2021	SELL	$52.47 - $57.48 $22,771 - $24,946	-434 Reduced 3.12%	13,492 $708,000
Q2 2021 Aug 16, 2021	SELL	$52.51 - $56.24 $3,885 - $4,161	-74 Reduced 0.53%	13,926 $753,000
Q1 2021 Apr 19, 2021	SELL	$48.15 - $53.85 $48,150 - $53,850	-1,000 Reduced 6.67%	14,000 $720,000
Q4 2020 Feb 23, 2021	BUY	$47.96 - $54.84 $719,400 - $822,600	15,000 New	15,000 $847,000

Others Institutions Holding KO

# of Institutions

3,442

Shares Held

2.99B

Call Options Held

26.8M

Put Options Held

21.5M

View Full List

About COCA COLA CO

Ticker KO
Exchange NYSE
Sector Consumer Defensive
Industry Beverages—Non-Alcoholic
Shares Outstandng 4,324,510,208
Market Cap $272B
Description
The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks; flavored and enhanced water, and sports drinks; juice, dairy, and plant?based beverages; tea and coffee; and energy drinks. It also offers beverage concentrates and syrups, as well as f...

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Aspireon Wealth Advisors Coca Cola CO Transaction History