Avidian Wealth Enterprises’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 | $2.13M | Sell |
30,079
-457
| -1% | -$32.3K | 0.09% | 125 |
|
|
2025
Q1 | $2.19M | Sell |
30,536
-3,755
| -11% | -$269K | 0.1% | 114 |
|
|
2024
Q4 | $2.13M | Buy |
34,291
+372
| +1% | +$23.2K | 0.1% | 112 |
|
|
2024
Q3 | $2.44M | Buy |
33,919
+1,174
| +4% | +$84.4K | 0.11% | 100 |
|
|
2024
Q2 | $2.08M | Buy |
32,745
+2,844
| +10% | +$181K | 0.09% | 108 |
|
|
2024
Q1 | $1.83M | Buy |
29,901
+660
| +2% | +$40.4K | 0.09% | 116 |
|
|
2023
Q4 | $1.72M | Sell |
29,241
-1,569
| -5% | -$92.5K | 0.11% | 115 |
|
|
2023
Q3 | $1.72M | Sell |
30,810
-3,106
| -9% | -$174K | 0.12% | 108 |
|
|
2023
Q2 | $2.04M | Sell |
33,916
-8,348
| -20% | -$503K | 0.13% | 110 |
|
|
2023
Q1 | $2.62M | Buy |
42,264
+986
| +2% | +$61.2K | 0.14% | 119 |
|
|
2022
Q4 | $2.63M | Buy |
41,278
+5,433
| +15% | +$346K | 0.17% | 103 |
|
|
2022
Q3 | $2.01M | Buy |
35,845
+2,754
| +8% | +$154K | 0.15% | 97 |
|
|
2022
Q2 | $2.08M | Buy |
33,091
+5,828
| +21% | +$367K | 0.15% | 104 |
|
|
2022
Q1 | $1.69M | Buy |
27,263
+1,943
| +8% | +$120K | 0.1% | 126 |
|
|
2021
Q4 | $1.5M | Buy |
25,320
+4,753
| +23% | +$281K | 0.09% | 137 |
|
|
2021
Q3 | $1.08M | Buy |
20,567
+590
| +3% | +$31K | 0.08% | 124 |
|
|
2021
Q2 | $1.08M | Sell |
19,977
-1,542
| -7% | -$83.4K | 0.08% | 124 |
|
|
2021
Q1 | $1.13M | Sell |
21,519
-2,428
| -10% | -$128K | 0.1% | 114 |
|
|
2020
Q4 | $1.31M | Buy |
23,947
+1,524
| +7% | +$83.6K | 0.12% | 96 |
|
|
2020
Q3 | $1.11M | Buy |
22,423
+5,291
| +31% | +$261K | 0.13% | 100 |
|
|
2020
Q2 | $765K | Buy |
17,132
+3,141
| +22% | +$140K | 0.1% | 104 |
|
|
2020
Q1 | $619K | Buy |
13,991
+541
| +4% | +$23.9K | 0.1% | 95 |
|
|
2019
Q4 | $744K | Buy |
13,450
+1,723
| +15% | +$95.3K | 0.11% | 82 |
|
|
2019
Q3 | $638K | Buy |
11,727
+2,087
| +22% | +$114K | 0.11% | 79 |
|
|
2019
Q2 | $491K | Sell |
9,640
-955
| -9% | -$48.6K | 0.12% | 72 |
|
|
2019
Q1 | $497K | Buy |
10,595
+4,798
| +83% | +$225K | 0.11% | 64 |
|
|
2018
Q4 | $275K | Buy |
+5,797
| New | +$275K | 0.1% | 74 |
|