Alliance Wealth Advisors (Pennsylvania)’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 | $522K | Sell |
7,378
-949
| -11% | -$67.1K | 0.27% | 62 |
|
|
2025
Q1 | $596K | Sell |
8,327
-5
| -0.1% | -$358 | 0.34% | 48 |
|
|
2024
Q4 | $519K | Sell |
8,332
-139
| -2% | -$8.65K | 0.29% | 62 |
|
|
2024
Q3 | $609K | Sell |
8,471
-20
| -0.2% | -$1.44K | 0.35% | 54 |
|
|
2024
Q2 | $540K | Sell |
8,491
-357
| -4% | -$22.7K | 0.34% | 57 |
|
|
2024
Q1 | $541K | Sell |
8,848
-194
| -2% | -$11.9K | 0.34% | 55 |
|
|
2023
Q4 | $533K | Sell |
9,042
-389
| -4% | -$22.9K | 0.35% | 56 |
|
|
2023
Q3 | $528K | Sell |
9,431
-407
| -4% | -$22.8K | 0.38% | 52 |
|
|
2023
Q2 | $592K | Hold |
9,838
| – | – | 0.42% | 51 |
|
|
2023
Q1 | $610K | Sell |
9,838
-144
| -1% | -$8.93K | 0.46% | 49 |
|
|
2022
Q4 | $635K | Sell |
9,982
-657
| -6% | -$41.8K | 0.53% | 45 |
|
|
2022
Q3 | $596K | Sell |
10,639
-170
| -2% | -$9.52K | 0.55% | 41 |
|
|
2022
Q2 | $680K | Sell |
10,809
-188
| -2% | -$11.8K | 0.59% | 40 |
|
|
2022
Q1 | $682K | Sell |
10,997
-91
| -0.8% | -$5.64K | 0.57% | 43 |
|
|
2021
Q4 | $657K | Sell |
11,088
-143
| -1% | -$8.47K | 0.54% | 44 |
|
|
2021
Q3 | $589K | Sell |
11,231
-72
| -0.6% | -$3.78K | 0.52% | 48 |
|
|
2021
Q2 | $612K | Sell |
11,303
-51
| -0.4% | -$2.76K | 0.55% | 47 |
|
|
2021
Q1 | $598K | Buy |
11,354
+1,362
| +14% | +$71.7K | 0.59% | 47 |
|
|
2020
Q4 | $548K | Buy |
+9,992
| New | +$548K | 0.58% | 46 |
|