Aaron Wealth Advisors’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 | $2.48M | Buy |
35,123
+974
| +3% | +$68.9K | 0.25% | 57 |
|
|
2025
Q1 | $2.45M | Buy |
34,149
+2,250
| +7% | +$161K | 0.28% | 55 |
|
|
2024
Q4 | $1.99M | Buy |
31,899
+303
| +1% | +$18.9K | 0.23% | 62 |
|
|
2024
Q3 | $2.27M | Sell |
31,596
-86
| -0.3% | -$6.18K | 0.27% | 57 |
|
|
2024
Q2 | $2.02M | Sell |
31,682
-627
| -2% | -$39.9K | 0.28% | 51 |
|
|
2024
Q1 | $1.98M | Buy |
32,309
+7,621
| +31% | +$466K | 0.28% | 51 |
|
|
2023
Q4 | $1.45M | Buy |
24,688
+2,069
| +9% | +$122K | 0.24% | 57 |
|
|
2023
Q3 | $1.27M | Sell |
22,619
-26,750
| -54% | -$1.5M | 0.16% | 78 |
|
|
2023
Q2 | $2.97M | Sell |
49,369
-5
| -0% | -$301 | 0.39% | 45 |
|
|
2023
Q1 | $3.06M | Buy |
49,374
+1,844
| +4% | +$114K | 0.42% | 43 |
|
|
2022
Q4 | $3.02M | Buy |
47,530
+5,960
| +14% | +$379K | 0.44% | 45 |
|
|
2022
Q3 | $2.33M | Buy |
41,570
+16,818
| +68% | +$942K | 0.43% | 45 |
|
|
2022
Q2 | $1.56M | Sell |
24,752
-563,318
| -96% | -$35.4M | 0.39% | 48 |
|
|
2022
Q1 | $9.49M | Buy |
588,070
+578,737
| +6,201% | +$9.33M | 0.13% | 84 |
|
|
2021
Q4 | $552K | Sell |
9,333
-547
| -6% | -$32.4K | 0.15% | 91 |
|
|
2021
Q3 | $518K | Sell |
9,880
-78
| -0.8% | -$4.09K | 0.15% | 87 |
|
|
2021
Q2 | $538K | Sell |
9,958
-219
| -2% | -$11.8K | 0.18% | 83 |
|
|
2021
Q1 | $536K | Sell |
10,177
-249
| -2% | -$13.1K | 0.2% | 80 |
|
|
2020
Q4 | $571K | Buy |
+10,426
| New | +$571K | 0.21% | 68 |
|