Atlas Private 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 | $1.07M | Sell |
15,073
-3,851
| -20% | -$272K | 0.14% | 80 |
|
|
2025
Q1 | $1.36M | Sell |
18,924
-10,806
| -36% | -$774K | 0.19% | 66 |
|
|
2024
Q4 | $1.85M | Buy |
29,730
+413
| +1% | +$25.7K | 0.26% | 56 |
|
|
2024
Q3 | $2.11M | Sell |
29,317
-215
| -0.7% | -$15.5K | 0.31% | 46 |
|
|
2024
Q2 | $1.88M | Buy |
29,532
+13,602
| +85% | +$866K | 0.31% | 42 |
|
|
2024
Q1 | $975K | Sell |
15,930
-20,982
| -57% | -$1.28M | 0.33% | 42 |
|
|
2023
Q4 | $2.18M | Sell |
36,912
-1,462
| -4% | -$86.2K | 0.4% | 33 |
|
|
2023
Q3 | $2.15M | Buy |
38,374
+3,726
| +11% | +$209K | 0.41% | 40 |
|
|
2023
Q2 | $2.09M | Buy |
34,648
+19,212
| +124% | +$1.16M | 0.42% | 42 |
|
|
2023
Q1 | $957K | Buy |
15,436
+2,839
| +23% | +$176K | 0.44% | 42 |
|
|
2022
Q4 | $801K | Buy |
12,597
+299
| +2% | +$19K | 0.43% | 49 |
|
|
2022
Q3 | $689K | Sell |
12,298
-1,032
| -8% | -$57.8K | 0.41% | 58 |
|
|
2022
Q2 | $839K | Sell |
13,330
-1,808
| -12% | -$114K | 0.5% | 45 |
|
|
2022
Q1 | $939K | Buy |
15,138
+254
| +2% | +$15.8K | 0.42% | 49 |
|
|
2021
Q4 | $881K | Sell |
14,884
-284
| -2% | -$16.8K | 0.41% | 61 |
|
|
2021
Q3 | $796K | Buy |
15,168
+1,392
| +10% | +$73.1K | 0.42% | 54 |
|
|
2021
Q2 | $745K | Sell |
13,776
-18
| -0.1% | -$973 | 0.4% | 57 |
|
|
2021
Q1 | $727K | Buy |
13,794
+3,048
| +28% | +$161K | 0.41% | 53 |
|
|
2020
Q4 | $589K | Buy |
10,746
+1,441
| +15% | +$79K | 0.4% | 57 |
|
|
2020
Q3 | $459K | Buy |
9,305
+534
| +6% | +$26.3K | 0.38% | 60 |
|
|
2020
Q2 | $392K | Buy |
+8,771
| New | +$392K | 0.35% | 69 |
|