Allen Wealth Management’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 | $1.2M | Buy |
16,908
+70
| +0.4% | +$4.95K | 0.84% | 26 |
|
|
2025
Q1 | $1.21M | Buy |
16,838
+280
| +2% | +$20.1K | 0.83% | 25 |
|
|
2024
Q4 | $1.03M | Sell |
16,558
-450
| -3% | -$28K | 0.74% | 29 |
|
|
2024
Q3 | $1.22M | Buy |
17,008
+77
| +0.5% | +$5.53K | 0.85% | 27 |
|
|
2024
Q2 | $1.08M | Sell |
16,931
-483
| -3% | -$30.7K | 0.96% | 26 |
|
|
2024
Q1 | $1.07M | Sell |
17,414
-660
| -4% | -$40.4K | 0.94% | 29 |
|
|
2023
Q4 | $1.07M | Buy |
+18,074
| New | +$1.07M | 1.04% | 26 |
|