Financial Network 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 | $392K | Hold |
5,540
| – | – | 0.48% | 42 |
|
|
2025
Q1 | $397K | Buy |
5,540
+197
| +4% | +$14.1K | 0.52% | 39 |
|
|
2024
Q4 | $333K | Sell |
5,343
-4,062
| -43% | -$253K | 0.62% | 30 |
|
|
2024
Q3 | $676K | Sell |
9,405
-47
| -0.5% | -$3.38K | 0.56% | 43 |
|
|
2024
Q2 | $602K | Buy |
9,452
+109
| +1% | +$6.94K | 0.45% | 49 |
|
|
2024
Q1 | $572K | Sell |
9,343
-91
| -1% | -$5.57K | 0.57% | 50 |
|
|
2023
Q4 | $556K | Buy |
+9,434
| New | +$556K | 0.59% | 42 |
|