Encompass 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 | – | Sell |
-2,908
| Closed | -$208K | – | 105 |
|
|
2025
Q1 | $208K | Buy |
+2,908
| New | +$208K | 0.08% | 95 |
|
|
2022
Q2 | – | Sell |
-3,684
| Closed | -$228K | – | 243 |
|
|
2022
Q1 | $228K | Sell |
3,684
-28
| -0.8% | -$1.73K | 0.06% | 200 |
|
|
2021
Q4 | $220K | Buy |
+3,712
| New | +$220K | 0.05% | 209 |
|