AWA
Amplius Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
8,729
+90
| +1% | +$6.37K | 0.06% | 104 |
|
|
2025
Q1 | $619K | Sell |
8,639
-196
| -2% | -$14K | 0.06% | 100 |
|
|
2024
Q4 | $550K | Sell |
8,835
-214
| -2% | -$13.3K | 0.06% | 100 |
|
|
2024
Q3 | $650K | Buy |
9,049
+654
| +8% | +$47K | 0.07% | 85 |
|
|
2024
Q2 | $534K | Buy |
8,395
+294
| +4% | +$18.7K | 0.06% | 94 |
|
|
2024
Q1 | $496K | Buy |
8,101
+168
| +2% | +$10.3K | 0.06% | 99 |
|
|
2023
Q4 | $467K | Buy |
7,933
+51
| +0.6% | +$3.01K | 0.06% | 100 |
|
|
2023
Q3 | $441K | Sell |
7,882
-442
| -5% | -$24.7K | 0.06% | 101 |
|
|
2023
Q2 | $501K | Sell |
8,324
-283
| -3% | -$17K | 0.07% | 97 |
|
|
2023
Q1 | $534K | Buy |
8,607
+252
| +3% | +$15.6K | 0.08% | 88 |
|
|
2022
Q4 | $531K | Buy |
8,355
+2,680
| +47% | +$170K | 0.08% | 84 |
|
|
2022
Q3 | $318K | Buy |
5,675
+76
| +1% | +$4.26K | 0.06% | 113 |
|
|
2022
Q2 | $352K | Sell |
5,599
-2,064
| -27% | -$130K | 0.06% | 118 |
|
|
2022
Q1 | $475K | Sell |
7,663
-265
| -3% | -$16.4K | 0.07% | 105 |
|
|
2021
Q4 | $469K | Buy |
+7,928
| New | +$469K | 0.06% | 115 |
|