Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.31M | Buy |
21,001
+100
| +0.5% | +$6.23K | 0.18% | 120 |
|
|
2024
Q3 | $1.5M | Buy |
20,901
+290
| +1% | +$20.8K | 0.21% | 113 |
|
|
2024
Q2 | $1.31M | Sell |
20,611
-7,156
| -26% | -$455K | 0.19% | 120 |
|
|
2024
Q1 | $1.7M | Buy |
27,767
+89
| +0.3% | +$5.45K | 0.26% | 105 |
|
|
2023
Q4 | $1.63M | Buy |
27,678
+20,388
| +280% | +$1.2M | 0.27% | 102 |
|
|
2023
Q3 | $408K | Sell |
7,290
-232
| -3% | -$13K | 0.08% | 176 |
|
|
2023
Q2 | $453K | Sell |
7,522
-96
| -1% | -$5.78K | 0.08% | 162 |
|
|
2023
Q1 | $473K | Sell |
7,618
-178
| -2% | -$11K | 0.09% | 158 |
|
|
2022
Q4 | $496K | Sell |
7,796
-40,454
| -84% | -$2.57M | 0.1% | 142 |
|
|
2022
Q3 | $2.7M | Buy |
48,250
+11,891
| +33% | +$666K | 0.62% | 47 |
|
|
2022
Q2 | $2.29M | Buy |
36,359
+541
| +2% | +$34K | 0.5% | 62 |
|
|
2022
Q1 | $2.22M | Buy |
+35,818
| New | +$2.22M | 0.4% | 79 |
|
|
2019
Q2 | – | Sell |
-31,186
| Closed | -$1.46M | – | 172 |
|
|
2019
Q1 | $1.46M | Sell |
31,186
-31,557
| -50% | -$1.48M | 0.43% | 90 |
|
|
2018
Q4 | $2.97M | Buy |
62,743
+1,980
| +3% | +$93.8K | 0.98% | 39 |
|
|
2018
Q3 | $2.81M | Buy |
60,763
+2,436
| +4% | +$113K | 0.8% | 54 |
|
|
2018
Q2 | $2.56M | Buy |
+58,327
| New | +$2.56M | 0.8% | 56 |
|