Alta 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 | $305K | Buy |
+4,306
| New | +$305K | 0.14% | 93 |
|
|
2023
Q1 | – | Sell |
-9,003
| Closed | -$573K | – | 150 |
|
|
2022
Q4 | $573K | Buy |
9,003
+2,140
| +31% | +$136K | 0.39% | 85 |
|
|
2022
Q3 | $384K | Buy |
6,863
+1
| +0% | +$56 | 0.27% | 107 |
|
|
2022
Q2 | $432K | Buy |
6,862
+139
| +2% | +$8.75K | 0.3% | 99 |
|
|
2022
Q1 | $417K | Sell |
6,723
-785
| -10% | -$48.7K | 0.25% | 112 |
|
|
2021
Q4 | $445K | Buy |
7,508
+139
| +2% | +$8.24K | 0.27% | 107 |
|
|
2021
Q3 | $387K | Buy |
7,369
+93
| +1% | +$4.88K | 0.28% | 110 |
|
|
2021
Q2 | $394K | Buy |
7,276
+661
| +10% | +$35.8K | 0.29% | 108 |
|
|
2021
Q1 | $349K | Sell |
6,615
-82
| -1% | -$4.33K | 0.29% | 109 |
|
|
2020
Q4 | $367K | Buy |
+6,697
| New | +$367K | 0.31% | 100 |
|