AWM
Atticus Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
70,241
-1,449
| -2% | -$103K | 1.34% | 12 |
|
|
2025
Q1 | $5.13M | Sell |
71,690
-3,100
| -4% | -$222K | 1.68% | 11 |
|
|
2024
Q4 | $4.66M | Sell |
74,790
-3,489
| -4% | -$217K | 1.45% | 12 |
|
|
2024
Q3 | $5.63M | Buy |
78,279
+3,389
| +5% | +$244K | 1.81% | 11 |
|
|
2024
Q2 | $4.77M | Sell |
74,890
-34,338
| -31% | -$2.19M | 1.56% | 11 |
|
|
2024
Q1 | $6.68M | Sell |
109,228
-600
| -0.5% | -$36.7K | 2.19% | 11 |
|
|
2023
Q4 | $6.47M | Hold |
109,828
| – | – | 2.28% | 10 |
|
|
2023
Q3 | $6.15M | Buy |
109,828
+35
| +0% | +$1.96K | 2.36% | 8 |
|
|
2023
Q2 | $6.61M | Sell |
109,793
-246
| -0.2% | -$14.8K | 2.44% | 7 |
|
|
2023
Q1 | $6.83M | Sell |
110,039
-4,955
| -4% | -$307K | 2.61% | 6 |
|
|
2022
Q4 | $7.31M | Buy |
114,994
+1,158
| +1% | +$73.7K | 3.01% | 5 |
|
|
2022
Q3 | $7.16M | Hold |
113,836
| – | – | 3.46% | 6 |
|
|
2022
Q2 | $7.16M | Buy |
113,836
+136
| +0.1% | +$8.56K | 2.97% | 6 |
|
|
2022
Q1 | $7.05M | Buy |
113,700
+3,922
| +4% | +$243K | 2.57% | 7 |
|
|
2021
Q4 | $6.5M | Sell |
109,778
-1,725
| -2% | -$102K | 2.54% | 8 |
|
|
2021
Q3 | $5.85M | Sell |
111,503
-5,633
| -5% | -$296K | 2.57% | 7 |
|
|
2021
Q2 | $6.34M | Sell |
117,136
-4,098
| -3% | -$222K | 2.76% | 9 |
|
|
2021
Q1 | $6.39M | Sell |
121,234
-2,614
| -2% | -$138K | 3.04% | 7 |
|
|
2020
Q4 | $6.79M | Buy |
123,848
+8
| +0% | +$439 | 3.42% | 6 |
|
|
2020
Q3 | $6.11M | Sell |
123,840
-893
| -0.7% | -$44.1K | 3.65% | 6 |
|
|
2020
Q2 | $5.57M | Sell |
124,733
-3,754
| -3% | -$168K | 3.68% | 5 |
|
|
2020
Q1 | $5.69M | Sell |
128,487
-489
| -0.4% | -$21.6K | 4.58% | 4 |
|
|
2019
Q4 | $7.14M | Buy |
+128,976
| New | +$7.14M | 4.55% | 4 |
|