AOWM
Alpha Omega Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Sell |
13,019
-688
| -5% | -$48.7K | 0.16% | 120 |
|
|
2025
Q1 | $982K | Buy |
13,707
+477
| +4% | +$34.2K | 0.19% | 113 |
|
|
2024
Q4 | $824K | Sell |
13,230
-451
| -3% | -$28.1K | 0.16% | 117 |
|
|
2024
Q3 | $983K | Sell |
13,681
-172
| -1% | -$12.4K | 0.18% | 112 |
|
|
2024
Q2 | $882K | Sell |
13,853
-16
| -0.1% | -$1.02K | 0.17% | 115 |
|
|
2024
Q1 | $849K | Sell |
13,869
-56
| -0.4% | -$3.43K | 0.16% | 121 |
|
|
2023
Q4 | $821K | Sell |
13,925
-114
| -0.8% | -$6.72K | 0.14% | 121 |
|
|
2023
Q3 | $786K | Sell |
14,039
-246
| -2% | -$13.8K | 0.14% | 119 |
|
|
2023
Q2 | $860K | Sell |
14,285
-155
| -1% | -$9.33K | 0.15% | 121 |
|
|
2023
Q1 | $896K | Buy |
14,440
+1,092
| +8% | +$67.7K | 0.15% | 116 |
|
|
2022
Q4 | $849K | Sell |
13,348
-164
| -1% | -$10.4K | 0.15% | 116 |
|
|
2022
Q3 | $757K | Buy |
13,512
+7
| +0.1% | +$392 | 0.14% | 117 |
|
|
2022
Q2 | $850K | Sell |
13,505
-107
| -0.8% | -$6.74K | 0.15% | 113 |
|
|
2022
Q1 | $844K | Sell |
13,612
-256
| -2% | -$15.9K | 0.13% | 122 |
|
|
2021
Q4 | $845K | Buy |
13,868
+388
| +3% | +$23.6K | 0.13% | 125 |
|
|
2021
Q3 | $707K | Sell |
13,480
-200
| -1% | -$10.5K | 0.12% | 130 |
|
|
2021
Q2 | $740K | Sell |
13,680
-804
| -6% | -$43.5K | 0.12% | 127 |
|
|
2021
Q1 | $763K | Sell |
14,484
-131
| -0.9% | -$6.9K | 0.13% | 127 |
|
|
2020
Q4 | $801K | Sell |
14,615
-1,418
| -9% | -$77.7K | 0.14% | 112 |
|
|
2020
Q3 | $792K | Buy |
16,033
+632
| +4% | +$31.2K | 0.11% | 104 |
|
|
2020
Q2 | $688K | Sell |
15,401
-187
| -1% | -$8.35K | 0.1% | 110 |
|
|
2020
Q1 | $690K | Sell |
15,588
-150
| -1% | -$6.64K | 0.13% | 104 |
|
|
2019
Q4 | $871K | Sell |
15,738
-200
| -1% | -$11.1K | 0.14% | 111 |
|
|
2019
Q3 | $832K | Buy |
15,938
+10,314
| +183% | +$538K | 0.14% | 116 |
|
|
2019
Q2 | $286K | Hold |
5,624
| – | – | 0.12% | 114 |
|
|
2019
Q1 | $264K | Sell |
5,624
-100
| -2% | -$4.69K | 0.12% | 116 |
|
|
2018
Q4 | $271K | Sell |
5,724
-428
| -7% | -$20.3K | 0.14% | 105 |
|
|
2018
Q3 | $284K | Hold |
6,152
| – | – | 0.13% | 103 |
|
|
2018
Q2 | $270K | Buy |
6,152
+995
| +19% | +$43.7K | 0.13% | 105 |
|
|
2018
Q1 | $224K | Sell |
5,157
-395
| -7% | -$17.2K | 0.11% | 115 |
|
|
2017
Q4 | $255K | Sell |
5,552
-122
| -2% | -$5.6K | 0.12% | 110 |
|
|
2017
Q3 | $255K | Sell |
5,674
-28
| -0.5% | -$1.26K | 0.13% | 111 |
|
|
2017
Q2 | $256K | Sell |
5,702
-562
| -9% | -$25.2K | 0.13% | 107 |
|
|
2017
Q1 | $266K | Hold |
6,264
| – | – | 0.14% | 103 |
|
|
2016
Q4 | $260K | Buy |
6,264
+5,250
| +518% | +$218K | 0.14% | 105 |
|
|
2016
Q3 | $43K | Hold |
1,014
| – | – | 0.03% | 112 |
|
|
2016
Q2 | $46K | Hold |
1,014
| – | – | 0.04% | 113 |
|
|
2016
Q1 | $47K | Sell |
1,014
-452
| -31% | -$21K | 0.04% | 108 |
|
|
2015
Q4 | $63K | Buy |
+1,466
| New | +$63K | 0.06% | 98 |
|