Elwood & Goetz Wealth Advisory Group’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 | $542K | Buy |
7,658
+98
| +1% | +$6.93K | 0.12% | 55 |
|
|
2025
Q1 | $541K | Buy |
7,560
+739
| +11% | +$52.9K | 0.13% | 47 |
|
|
2024
Q4 | $425K | Buy |
6,821
+65
| +1% | +$4.05K | 0.1% | 58 |
|
|
2024
Q3 | $485K | Sell |
6,756
-115
| -2% | -$8.26K | 0.12% | 55 |
|
|
2024
Q2 | $437K | Buy |
6,871
+149
| +2% | +$9.48K | 0.12% | 47 |
|
|
2024
Q1 | $411K | Sell |
6,722
-528
| -7% | -$32.3K | 0.1% | 57 |
|
|
2023
Q4 | $427K | Buy |
7,250
+2,835
| +64% | +$167K | 0.09% | 52 |
|
|
2023
Q3 | $247K | Sell |
4,415
-3
| -0.1% | -$168 | 0.06% | 67 |
|
|
2023
Q2 | $266K | Sell |
4,418
-343
| -7% | -$20.7K | 0.06% | 57 |
|
|
2023
Q1 | $295K | Buy |
4,761
+500
| +12% | +$31K | 0.07% | 54 |
|
|
2022
Q4 | $271K | Sell |
4,261
-218
| -5% | -$13.9K | 0.08% | 52 |
|
|
2022
Q3 | $251K | Sell |
4,479
-288
| -6% | -$16.1K | 0.08% | 53 |
|
|
2022
Q2 | $300K | Sell |
4,767
-443
| -9% | -$27.9K | 0.1% | 48 |
|
|
2022
Q1 | $323K | Sell |
5,210
-276
| -5% | -$17.1K | 0.1% | 50 |
|
|
2021
Q4 | $325K | Buy |
5,486
+300
| +6% | +$17.8K | 0.1% | 44 |
|
|
2021
Q3 | $272K | Sell |
5,186
-67
| -1% | -$3.51K | 0.09% | 47 |
|
|
2021
Q2 | $284K | Buy |
5,253
+1,168
| +29% | +$63.1K | 0.11% | 43 |
|
|
2021
Q1 | $215K | Hold |
4,085
| – | – | 0.09% | 45 |
|
|
2020
Q4 | $224K | Sell |
4,085
-370
| -8% | -$20.3K | 0.1% | 46 |
|
|
2020
Q3 | $220K | Buy |
+4,455
| New | +$220K | 0.12% | 38 |
|