AWP
Abacus Wealth Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,021
| Closed | -$288K | – | 115 |
|
|
2025
Q1 | $288K | Sell |
4,021
-19
| -0.5% | -$1.36K | 0.04% | 67 |
|
|
2024
Q4 | $252K | Buy |
+4,040
| New | +$252K | 0.04% | 72 |
|
|
2023
Q3 | – | Sell |
-9,787
| Closed | -$589K | – | 78 |
|
|
2023
Q2 | $589K | Buy |
9,787
+28
| +0.3% | +$1.69K | 0.18% | 36 |
|
|
2023
Q1 | $625K | Buy |
+9,759
| New | +$625K | 0.21% | 38 |
|