AFA
American Financial Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
14,084
+24
| +0.2% | +$1.7K | 0.14% | 64 |
|
|
2025
Q1 | $1.01M | Buy |
14,060
+42
| +0.3% | +$3.01K | 0.15% | 57 |
|
|
2024
Q4 | $873K | Buy |
14,018
+48
| +0.3% | +$2.99K | 0.12% | 60 |
|
|
2024
Q3 | $1M | Buy |
13,970
+26
| +0.2% | +$1.87K | 0.14% | 59 |
|
|
2024
Q2 | $888K | Buy |
13,944
+105
| +0.8% | +$6.68K | 0.13% | 59 |
|
|
2024
Q1 | $847K | Hold |
13,839
| – | – | 0.12% | 62 |
|
|
2023
Q4 | $816K | Buy |
13,839
+52
| +0.4% | +$3.06K | 0.12% | 64 |
|
|
2023
Q3 | $772K | Buy |
13,787
+25
| +0.2% | +$1.4K | 0.12% | 66 |
|
|
2023
Q2 | $829K | Buy |
13,762
+23
| +0.2% | +$1.39K | 0.13% | 63 |
|
|
2023
Q1 | $852K | Sell |
13,739
-105
| -0.8% | -$6.51K | 0.14% | 60 |
|
|
2022
Q4 | $881K | Buy |
13,844
+44
| +0.3% | +$2.8K | 0.15% | 58 |
|
|
2022
Q3 | $773K | Buy |
+13,800
| New | +$773K | 0.13% | 59 |
|
|
2022
Q2 | – | Sell |
-14,957
| Closed | -$927K | – | 117 |
|
|
2022
Q1 | $927K | Hold |
14,957
| – | – | 0.13% | 60 |
|
|
2021
Q4 | $886K | Buy |
14,957
+6
| +0% | +$355 | 0.11% | 64 |
|
|
2021
Q3 | $784K | Buy |
14,951
+21
| +0.1% | +$1.1K | 0.1% | 67 |
|
|
2021
Q2 | $808K | Sell |
14,930
-479
| -3% | -$25.9K | 0.11% | 67 |
|
|
2021
Q1 | $812K | Hold |
15,409
| – | – | 0.12% | 65 |
|
|
2020
Q4 | $845K | Buy |
15,409
+2,103
| +16% | +$115K | 0.12% | 62 |
|
|
2020
Q3 | $657K | Hold |
13,306
| – | – | 0.11% | 61 |
|
|
2020
Q2 | $645K | Buy |
13,306
+18
| +0.1% | +$873 | 0.1% | 59 |
|
|
2020
Q1 | $621K | Buy |
13,288
+628
| +5% | +$29.3K | 0.11% | 58 |
|
|
2019
Q4 | $688K | Buy |
12,660
+7
| +0.1% | +$380 | 0.12% | 50 |
|
|
2019
Q3 | $689K | Buy |
12,653
+49
| +0.4% | +$2.67K | 0.13% | 52 |
|
|
2019
Q2 | $641K | Buy |
12,604
+180
| +1% | +$9.15K | 0.13% | 56 |
|
|
2019
Q1 | $582K | Sell |
12,424
-700
| -5% | -$32.8K | 0.12% | 57 |
|
|
2018
Q4 | $621K | Buy |
+13,124
| New | +$621K | 0.14% | 51 |
|