Avaii Wealth Management’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 | $411K | Buy |
5,812
+1,138
| +24% | +$80.5K | 0.18% | 71 |
|
|
2025
Q1 | $335K | Sell |
4,674
-54
| -1% | -$3.87K | 0.18% | 80 |
|
|
2024
Q4 | $294K | Sell |
4,728
-324
| -6% | -$20.2K | 0.14% | 95 |
|
|
2024
Q3 | $363K | Sell |
5,052
-921
| -15% | -$66.2K | 0.18% | 78 |
|
|
2024
Q2 | $380K | Sell |
5,973
-129
| -2% | -$8.21K | 0.21% | 86 |
|
|
2024
Q1 | $373K | Sell |
6,102
-43
| -0.7% | -$2.63K | 0.22% | 83 |
|
|
2023
Q4 | $362K | Buy |
6,145
+239
| +4% | +$14.1K | 0.24% | 92 |
|
|
2023
Q3 | $331K | Buy |
5,906
+1,273
| +27% | +$71.3K | 0.25% | 87 |
|
|
2023
Q2 | $279K | Buy |
4,633
+111
| +2% | +$6.68K | 0.21% | 104 |
|
|
2023
Q1 | $281K | Buy |
4,522
+391
| +9% | +$24.3K | 0.24% | 97 |
|
|
2022
Q4 | $263K | Buy |
+4,131
| New | +$263K | 0.23% | 102 |
|