Alliance Wealth Advisors (Utah)’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 | $785K | Buy |
11,099
+741
| +7% | +$52.4K | 0.19% | 122 |
|
|
2025
Q1 | $742K | Sell |
10,358
-2,077
| -17% | -$149K | 0.19% | 119 |
|
|
2024
Q4 | $774K | Buy |
12,435
+146
| +1% | +$9.09K | 0.2% | 122 |
|
|
2024
Q3 | $883K | Buy |
12,289
+832
| +7% | +$59.8K | 0.23% | 104 |
|
|
2024
Q2 | $729K | Sell |
11,457
-194
| -2% | -$12.3K | 0.21% | 108 |
|
|
2024
Q1 | $713K | Buy |
11,651
+448
| +4% | +$27.4K | 0.21% | 108 |
|
|
2023
Q4 | $660K | Sell |
11,203
-703
| -6% | -$41.4K | 0.22% | 104 |
|
|
2023
Q3 | $666K | Buy |
11,906
+56
| +0.5% | +$3.14K | 0.25% | 94 |
|
|
2023
Q2 | $714K | Buy |
11,850
+512
| +5% | +$30.8K | 0.27% | 92 |
|
|
2023
Q1 | $703K | Buy |
11,338
+715
| +7% | +$44.4K | 0.28% | 87 |
|
|
2022
Q4 | $676K | Buy |
+10,623
| New | +$676K | 0.3% | 82 |
|