Aletheian 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 | $345K | Sell |
4,883
-154
| -3% | -$10.9K | 0.17% | 67 |
|
|
2025
Q1 | $361K | Buy |
+5,037
| New | +$361K | 0.2% | 67 |
|
|
2024
Q4 | – | Sell |
-3,220
| Closed | -$231K | – | 80 |
|
|
2024
Q3 | $231K | Buy |
3,220
+30
| +0.9% | +$2.16K | 0.14% | 74 |
|
|
2024
Q2 | $203K | Buy |
+3,190
| New | +$203K | 0.11% | 83 |
|
|
2024
Q1 | – | Sell |
-10,853
| Closed | -$640K | – | 86 |
|
|
2023
Q4 | $640K | Sell |
10,853
-75
| -0.7% | -$4.42K | 0.42% | 55 |
|
|
2023
Q3 | $612K | Sell |
10,928
-1,178
| -10% | -$65.9K | 0.47% | 54 |
|
|
2023
Q2 | $729K | Buy |
+12,106
| New | +$729K | 0.5% | 51 |
|