CM 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 | $252K | Hold |
3,531
| – | – | 0.07% | 76 |
|
|
2025
Q1 | $255K | Hold |
3,531
| – | – | 0.08% | 76 |
|
|
2024
Q4 | $220K | Hold |
3,531
| – | – | 0.07% | 80 |
|
|
2024
Q3 | $255K | Hold |
3,531
| – | – | 0.08% | 77 |
|
|
2024
Q2 | $226K | Buy |
3,531
+85
| +2% | +$5.45K | 0.11% | 67 |
|
|
2024
Q1 | $216K | Sell |
3,446
-85
| -2% | -$5.32K | 0.06% | 170 |
|
|
2023
Q4 | $208K | Buy |
+3,531
| New | +$208K | 0.09% | 74 |
|
|
2023
Q3 | – | Sell |
-3,796
| Closed | -$237K | – | 129 |
|
|
2023
Q2 | $237K | Sell |
3,796
-68
| -2% | -$4.25K | 0.08% | 138 |
|
|
2023
Q1 | $246K | Buy |
3,864
+64
| +2% | +$4.08K | 0.05% | 345 |
|
|
2022
Q4 | $242K | Hold |
3,800
| – | – | 0.12% | 60 |
|
|
2022
Q3 | $215M | Hold |
3,800
| – | – | 0.12% | 66 |
|
|
2022
Q2 | $241K | Buy |
+3,800
| New | +$241K | 0.15% | 61 |
|