Avion 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 | $110K | Sell |
1,564
-67
| -4% | -$4.71K | 0.03% | 135 |
|
|
2025
Q1 | $101K | Hold |
1,631
| – | – | 0.03% | 133 |
|
|
2024
Q4 | $101K | Buy |
1,631
+173
| +12% | +$10.7K | 0.03% | 133 |
|
|
2024
Q3 | $104K | Sell |
1,458
-156
| -10% | -$11.1K | 0.03% | 122 |
|
|
2024
Q2 | $102K | Buy |
1,614
+470
| +41% | +$29.7K | 0.03% | 115 |
|
|
2024
Q1 | $70K | Buy |
1,144
+325
| +40% | +$19.9K | 0.02% | 138 |
|
|
2023
Q4 | $48K | Buy |
819
+322
| +65% | +$18.9K | 0.01% | 156 |
|
|
2023
Q3 | $27K | Sell |
497
-284
| -36% | -$15.4K | 0.01% | 189 |
|
|
2023
Q2 | $46K | Buy |
781
+332
| +74% | +$19.6K | 0.01% | 167 |
|
|
2023
Q1 | $28K | Buy |
449
+2
| +0.4% | +$125 | 0.01% | 191 |
|
|
2022
Q4 | $25K | Hold |
447
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $25K | Hold |
447
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $28K | Buy |
447
+35
| +8% | +$2.19K | 0.01% | 181 |
|
|
2022
Q1 | $26K | Hold |
412
| – | – | 0.01% | 167 |
|
|
2021
Q4 | $24K | Sell |
412
-98
| -19% | -$5.71K | 0.01% | 166 |
|
|
2021
Q3 | $27K | Buy |
510
+449
| +736% | +$23.8K | 0.01% | 166 |
|
|
2021
Q2 | $3K | Sell |
61
-296
| -83% | -$14.6K | ﹤0.01% | 295 |
|
|
2021
Q1 | $19K | Buy |
357
+200
| +127% | +$10.6K | 0.01% | 171 |
|
|
2020
Q4 | $9K | Sell |
157
-39
| -20% | -$2.24K | ﹤0.01% | 236 |
|
|
2020
Q3 | $10K | Buy |
196
+100
| +104% | +$5.1K | ﹤0.01% | 184 |
|
|
2020
Q2 | $4K | Sell |
96
-100
| -51% | -$4.17K | ﹤0.01% | 215 |
|
|
2020
Q1 | $9K | Buy |
+196
| New | +$9K | ﹤0.01% | 162 |
|