Aurora Private Wealth’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 | $391K | Buy |
5,521
+117
| +2% | +$8.29K | 0.29% | 89 |
|
|
2025
Q1 | $387K | Buy |
5,404
+9
| +0.2% | +$645 | 0.31% | 83 |
|
|
2024
Q4 | $336K | Sell |
5,395
-178
| -3% | -$11.1K | 0.25% | 97 |
|
|
2024
Q3 | $400K | Sell |
5,573
-328
| -6% | -$23.5K | 0.31% | 83 |
|
|
2024
Q2 | $376K | Sell |
5,901
-266
| -4% | -$16.9K | 0.33% | 77 |
|
|
2024
Q1 | $376K | Sell |
6,167
-116
| -2% | -$7.07K | 0.33% | 81 |
|
|
2023
Q4 | $370K | Sell |
6,283
-135
| -2% | -$7.95K | 0.35% | 77 |
|
|
2023
Q3 | $359K | Buy |
+6,418
| New | +$359K | 0.4% | 73 |
|
|
2022
Q1 | – | Sell |
-3,439
| Closed | -$204K | – | 207 |
|
|
2021
Q4 | $204K | Buy |
+3,439
| New | +$204K | 0.09% | 194 |
|
|
2021
Q1 | – | Sell |
-5,457
| Closed | -$299K | – | 227 |
|
|
2020
Q4 | $299K | Buy |
5,457
+45
| +0.8% | +$2.47K | 0.13% | 153 |
|
|
2020
Q3 | $267K | Buy |
5,412
+695
| +15% | +$34.3K | 0.11% | 153 |
|
|
2020
Q2 | $211K | Sell |
4,717
-2,961
| -39% | -$132K | 0.1% | 155 |
|
|
2020
Q1 | $340K | Buy |
7,678
+3,937
| +105% | +$174K | 0.12% | 159 |
|
|
2019
Q4 | $207K | Buy |
+3,741
| New | +$207K | 0.07% | 185 |
|