Arbor 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 | $585K | Sell |
8,265
-2
| -0% | -$142 | 0.47% | 28 |
|
|
2025
Q1 | $592K | Buy |
8,267
+2
| +0% | +$143 | 0.53% | 27 |
|
|
2024
Q4 | $515K | Buy |
8,265
+818
| +11% | +$50.9K | 0.46% | 30 |
|
|
2024
Q3 | $535K | Hold |
7,447
| – | – | 0.48% | 29 |
|
|
2024
Q2 | $474K | Hold |
7,447
| – | – | 0.47% | 31 |
|
|
2024
Q1 | $456K | Hold |
7,447
| – | – | 0.43% | 33 |
|
|
2023
Q4 | $439K | Buy |
+7,447
| New | +$439K | 0.45% | 34 |
|