Advantage Trust Company’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 | $123K | Buy |
1,742
+200
| +13% | +$14.2K | 0.06% | 76 |
|
|
2025
Q1 | $110K | Sell |
1,542
-183
| -11% | -$13.1K | 0.07% | 63 |
|
|
2024
Q4 | $107K | Hold |
1,725
| – | – | 0.06% | 68 |
|
|
2024
Q3 | $124K | Hold |
1,725
| – | – | 0.08% | 56 |
|
|
2024
Q2 | $110K | Sell |
1,725
-1,000
| -37% | -$63.7K | 0.08% | 63 |
|
|
2024
Q1 | $167K | Hold |
2,725
| – | – | 0.12% | 48 |
|
|
2023
Q4 | $161K | Buy |
+2,725
| New | +$161K | 0.13% | 48 |
|