FVWA
Foster Victor Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Sell |
83,660
-2,661
| -3% | -$185K | 0.39% | 90 |
|
|
2025
Q1 | $6.17M | Buy |
86,321
+68,201
| +376% | +$4.87M | 0.5% | 81 |
|
|
2024
Q4 | $1.14M | Buy |
18,120
+4,123
| +29% | +$259K | 0.09% | 109 |
|
|
2024
Q3 | $974K | Sell |
13,997
-1,348
| -9% | -$93.8K | 0.08% | 111 |
|
|
2024
Q2 | $986K | Buy |
15,345
+1,247
| +9% | +$80.1K | 0.08% | 111 |
|
|
2024
Q1 | $832K | Sell |
14,098
-476
| -3% | -$28.1K | 0.08% | 103 |
|
|
2023
Q4 | $876K | Buy |
14,574
+7,159
| +97% | +$430K | 0.09% | 102 |
|
|
2023
Q3 | $394K | Buy |
7,415
+438
| +6% | +$23.3K | 0.05% | 112 |
|
|
2023
Q2 | $426K | Sell |
6,977
-743
| -10% | -$45.3K | 0.05% | 112 |
|
|
2023
Q1 | $480K | Buy |
7,720
+559
| +8% | +$34.8K | 0.06% | 109 |
|
|
2022
Q4 | $454K | Buy |
7,161
+718
| +11% | +$45.5K | 0.06% | 105 |
|
|
2022
Q3 | $355K | Buy |
6,443
+300
| +5% | +$16.5K | 0.05% | 107 |
|
|
2022
Q2 | $390K | Buy |
6,143
+1,654
| +37% | +$105K | 0.06% | 103 |
|
|
2022
Q1 | $283K | Sell |
4,489
-314
| -7% | -$19.8K | 0.04% | 112 |
|
|
2021
Q4 | $291K | Sell |
4,803
-87
| -2% | -$5.27K | 0.04% | 119 |
|
|
2021
Q3 | $257K | Sell |
4,890
-1,100
| -18% | -$57.8K | 0.04% | 123 |
|
|
2021
Q2 | $324K | Sell |
5,990
-425
| -7% | -$23K | 0.05% | 114 |
|
|
2021
Q1 | $341K | Buy |
6,415
+549
| +9% | +$29.2K | 0.06% | 110 |
|
|
2020
Q4 | $322K | Buy |
5,866
+680
| +13% | +$37.3K | 0.07% | 109 |
|
|
2020
Q3 | $256K | Buy |
5,186
+283
| +6% | +$14K | 0.07% | 114 |
|
|
2020
Q2 | $219K | Buy |
4,903
+6
| +0.1% | +$268 | 0.07% | 109 |
|
|
2020
Q1 | $222K | Sell |
4,897
-390
| -7% | -$17.7K | 0.1% | 88 |
|
|
2019
Q4 | $287K | Buy |
5,287
+20
| +0.4% | +$1.09K | 0.12% | 90 |
|
|
2019
Q3 | $284K | Buy |
5,267
+652
| +14% | +$35.2K | 0.16% | 74 |
|
|
2019
Q2 | $240K | Buy |
4,615
+285
| +7% | +$14.8K | 0.18% | 80 |
|
|
2019
Q1 | $203K | Sell |
4,330
-57
| -1% | -$2.67K | 0.16% | 87 |
|
|
2018
Q4 | $208K | Buy |
+4,387
| New | +$208K | 0.2% | 75 |
|