ARS Wealth Advisors Group’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 | $1.89M | Buy |
26,674
+684
| +3% | +$48.4K | 0.22% | 59 |
|
2025
Q1 | $1.86M | Sell |
25,990
-651
| -2% | -$46.6K | 0.26% | 49 |
|
2024
Q4 | $1.66M | Buy |
26,641
+14,584
| +121% | +$908K | 0.23% | 52 |
|
2024
Q3 | $866K | Buy |
12,057
+395
| +3% | +$28.4K | 0.11% | 75 |
|
2024
Q2 | $742K | Sell |
11,662
-1,050
| -8% | -$66.8K | 0.1% | 76 |
|
2024
Q1 | $778K | Sell |
12,712
-48
| -0.4% | -$2.94K | 0.11% | 77 |
|
2023
Q4 | $752K | Buy |
12,760
+3,226
| +34% | +$190K | 0.11% | 77 |
|
2023
Q3 | $534K | Sell |
9,534
-3,145
| -25% | -$176K | 0.09% | 90 |
|
2023
Q2 | $764K | Buy |
12,679
+3,251
| +34% | +$196K | 0.12% | 75 |
|
2023
Q1 | $585K | Buy |
9,428
+1,515
| +19% | +$94K | 0.11% | 76 |
|
2022
Q4 | $503K | Sell |
7,913
-11,971
| -60% | -$761K | 0.08% | 88 |
|
2022
Q3 | $1.11M | Buy |
19,884
+394
| +2% | +$22.1K | 0.17% | 70 |
|
2022
Q2 | $1.23M | Buy |
19,490
+219
| +1% | +$13.8K | 0.17% | 80 |
|
2022
Q1 | $1.2M | Sell |
19,271
-700
| -4% | -$43.4K | 0.21% | 51 |
|
2021
Q4 | $1.18M | Sell |
19,971
-566
| -3% | -$33.5K | 0.2% | 49 |
|
2021
Q3 | $1.08M | Buy |
+20,537
| New | +$1.08M | 0.2% | 50 |
|