Delos 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 | $318K | Hold |
4,500
| – | – | 0.25% | 45 |
|
|
2025
Q1 | $322K | Hold |
4,500
| – | – | 0.26% | 47 |
|
|
2024
Q4 | $280K | Hold |
4,500
| – | – | 0.22% | 46 |
|
|
2024
Q3 | $323K | Sell |
4,500
-8
| -0.2% | -$575 | 0.28% | 47 |
|
|
2024
Q2 | $287K | Buy |
4,508
+4,500
| +56,250% | +$286K | 0.28% | 47 |
|
|
2024
Q1 | $490 | Hold |
8
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $472 | Sell |
8
-270
| -97% | -$15.9K | ﹤0.01% | 261 |
|
|
2023
Q3 | $16.6K | Hold |
278
| – | – | 0.02% | 116 |
|
|
2023
Q2 | $16.7K | Hold |
278
| – | – | 0.02% | 109 |
|
|
2023
Q1 | $17.2K | Hold |
278
| – | – | 0.02% | 105 |
|
|
2022
Q4 | $17.7K | Hold |
278
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $16K | Buy |
278
+8
| +3% | +$460 | 0.02% | 101 |
|
|
2022
Q2 | $17K | Hold |
270
| – | – | 0.02% | 101 |
|
|
2022
Q1 | $17K | Sell |
270
-217
| -45% | -$13.7K | 0.02% | 125 |
|
|
2021
Q4 | $29K | Buy |
487
+477
| +4,770% | +$28.4K | 0.03% | 107 |
|
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 181 |
|