Aviso 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 | $425K | Sell |
6,013
-43
| -0.7% | -$3.04K | 0.2% | 98 |
|
|
2025
Q1 | $434K | Buy |
6,056
+1,728
| +40% | +$124K | 0.23% | 91 |
|
|
2024
Q4 | $269K | Buy |
4,328
+513
| +13% | +$31.9K | 0.14% | 117 |
|
|
2024
Q3 | $274K | Sell |
3,815
-331
| -8% | -$23.8K | 0.15% | 122 |
|
|
2024
Q2 | $264K | Sell |
4,146
-186
| -4% | -$11.8K | 0.16% | 118 |
|
|
2024
Q1 | $265K | Buy |
+4,332
| New | +$265K | 0.17% | 123 |
|