AWS
Aspen Wealth Strategies’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,005
| Closed | -$215K | – | 86 |
|
|
2025
Q1 | $215K | Buy |
+3,005
| New | +$215K | 0.14% | 81 |
|
|
2024
Q4 | – | Sell |
-3,005
| Closed | -$216K | – | 85 |
|
|
2024
Q3 | $216K | Buy |
+3,005
| New | +$216K | 0.14% | 79 |
|
|
2023
Q3 | – | Sell |
-3,746
| Closed | -$226K | – | 79 |
|
|
2023
Q2 | $226K | Sell |
3,746
-63
| -2% | -$3.79K | 0.17% | 70 |
|
|
2023
Q1 | $236K | Hold |
3,809
| – | – | 0.18% | 70 |
|
|
2022
Q4 | $242K | Buy |
+3,809
| New | +$242K | 0.19% | 66 |
|