Central Valley 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 | $290K | Sell |
4,094
-31
| -0.8% | -$2.19K | 0.1% | 116 |
|
|
2025
Q1 | $295K | Sell |
4,125
-505
| -11% | -$36.2K | 0.11% | 103 |
|
|
2024
Q4 | $288K | Buy |
4,630
+10
| +0.2% | +$623 | 0.13% | 113 |
|
|
2024
Q3 | $332K | Buy |
4,620
+369
| +9% | +$26.5K | 0.19% | 95 |
|
|
2024
Q2 | $263K | Sell |
4,251
-1,633
| -28% | -$101K | 0.11% | 104 |
|
|
2024
Q1 | $360K | Sell |
5,884
-57
| -1% | -$3.49K | 0.19% | 100 |
|
|
2023
Q4 | $350K | Buy |
+5,941
| New | +$350K | 0.21% | 102 |
|