AWM
Aprio Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
34,421
-716
| -2% | -$50.7K | 0.27% | 59 |
|
|
2025
Q1 | $2.52M | Buy |
35,137
+3,268
| +10% | +$234K | 0.32% | 56 |
|
|
2024
Q4 | $1.98M | Sell |
31,869
-814
| -2% | -$50.7K | 0.29% | 57 |
|
|
2024
Q3 | $2.35M | Sell |
32,683
-1,776
| -5% | -$128K | 0.38% | 45 |
|
|
2024
Q2 | $2.19M | Buy |
34,459
+4,906
| +17% | +$312K | 0.4% | 40 |
|
|
2024
Q1 | $1.81M | Buy |
29,553
+1,631
| +6% | +$99.8K | 0.35% | 38 |
|
|
2023
Q4 | $1.65M | Buy |
27,922
+1,053
| +4% | +$62.1K | 0.37% | 38 |
|
|
2023
Q3 | $1.5M | Buy |
26,869
+1,084
| +4% | +$60.7K | 0.41% | 34 |
|
|
2023
Q2 | $1.55M | Sell |
25,785
-599
| -2% | -$36.1K | 0.43% | 30 |
|
|
2023
Q1 | $1.64M | Sell |
26,384
-153
| -0.6% | -$9.49K | 0.5% | 27 |
|
|
2022
Q4 | $1.69M | Sell |
26,537
-68
| -0.3% | -$4.33K | 0.59% | 27 |
|
|
2022
Q3 | $1.49M | Buy |
26,605
+397
| +2% | +$22.2K | 0.6% | 28 |
|
|
2022
Q2 | $1.65M | Sell |
26,208
-19,729
| -43% | -$1.24M | 0.66% | 27 |
|
|
2022
Q1 | $2.85M | Buy |
45,937
+1,162
| +3% | +$72K | 1.09% | 24 |
|
|
2021
Q4 | $2.65M | Sell |
44,775
-326
| -0.7% | -$19.3K | 1.11% | 25 |
|
|
2021
Q3 | $2.37M | Sell |
45,101
-3,599
| -7% | -$189K | 1.08% | 26 |
|
|
2021
Q2 | $2.64M | Buy |
+48,700
| New | +$2.64M | 1.25% | 18 |
|
|
2020
Q4 | $3.02M | Sell |
55,048
-5,303
| -9% | -$291K | 1.99% | 10 |
|
|
2020
Q3 | $2.98M | Sell |
60,351
-2,181
| -3% | -$108K | 2.11% | 12 |
|
|
2020
Q2 | $2.79M | Buy |
+62,532
| New | +$2.79M | 2.7% | 10 |
|