FSC 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 |
-823
| Closed | -$58.9K | – | 169 |
|
|
2025
Q1 | $58.9K | Hold |
823
| – | – | 0.04% | 103 |
|
|
2024
Q4 | $51.2K | Sell |
823
-1,009
| -55% | -$62.8K | 0.03% | 119 |
|
|
2024
Q3 | $132K | Sell |
1,832
-49
| -3% | -$3.52K | 0.09% | 71 |
|
|
2024
Q2 | $120K | Buy |
1,881
+170
| +10% | +$10.8K | 0.09% | 68 |
|
|
2024
Q1 | $105K | Buy |
1,711
+399
| +30% | +$24.4K | 0.07% | 69 |
|
|
2023
Q4 | $77.3K | Buy |
1,312
+2
| +0.2% | +$118 | 0.06% | 78 |
|
|
2023
Q3 | $73.4K | Buy |
1,310
+141
| +12% | +$7.9K | 0.08% | 58 |
|
|
2023
Q2 | $70.4K | Buy |
1,169
+17
| +1% | +$1.02K | 0.06% | 57 |
|
|
2023
Q1 | $71.5K | Hold |
1,152
| – | – | 0.11% | 47 |
|
|
2022
Q4 | $73.3K | Buy |
1,152
+1
| +0.1% | +$64 | 0.13% | 36 |
|
|
2022
Q3 | $65K | Buy |
1,151
+10
| +0.9% | +$565 | 0.63% | 30 |
|
|
2022
Q2 | $72K | Buy |
1,141
+76
| +7% | +$4.8K | 0.64% | 36 |
|
|
2022
Q1 | $66K | Buy |
1,065
+35
| +3% | +$2.17K | 0.06% | 54 |
|
|
2021
Q4 | $61K | Buy |
+1,030
| New | +$61K | 0.04% | 66 |
|