BCU Wealth Advisors’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 | $640K | Hold |
9,046
| – | – | 0.29% | 27 |
|
|
2025
Q1 | $648K | Sell |
9,046
-467
| -5% | -$33.4K | 0.34% | 25 |
|
|
2024
Q4 | $592K | Hold |
9,513
| – | – | 0.34% | 25 |
|
|
2024
Q3 | $684K | Hold |
9,513
| – | – | 0.41% | 26 |
|
|
2024
Q2 | $605K | Sell |
9,513
-507
| -5% | -$32.3K | 0.45% | 27 |
|
|
2024
Q1 | $613K | Hold |
10,020
| – | – | 0.52% | 25 |
|
|
2023
Q4 | $590K | Buy |
+10,020
| New | +$590K | 0.64% | 24 |
|