GWAG
Garrett Wealth Advisory Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
6,037
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $432K | Buy |
6,037
+1,625
| +37% | +$116K | 0.1% | 64 |
|
|
2024
Q4 | $275K | Buy |
4,412
+808
| +22% | +$50.3K | 0.06% | 81 |
|
|
2024
Q3 | $259K | Buy |
+3,604
| New | +$259K | 0.06% | 82 |
|
|
2021
Q3 | – | Sell |
-3,800
| Closed | -$206K | – | 57 |
|
|
2021
Q2 | $206K | Hold |
3,800
| – | – | 0.14% | 47 |
|
|
2021
Q1 | $200K | Hold |
3,800
| – | – | 0.14% | 49 |
|
|
2020
Q4 | $208K | Buy |
+3,800
| New | +$208K | 0.16% | 47 |
|
|
2020
Q1 | – | Sell |
-4,522
| Closed | -$249K | – | 43 |
|
|
2019
Q4 | $249K | Hold |
4,522
| – | – | 0.18% | 44 |
|
|
2019
Q3 | $246K | Sell |
4,522
-70
| -2% | -$3.81K | 0.17% | 47 |
|
|
2019
Q2 | $234K | Sell |
4,592
-250
| -5% | -$12.7K | 0.19% | 47 |
|
|
2019
Q1 | $227K | Buy |
4,842
+190
| +4% | +$8.91K | 0.19% | 46 |
|
|
2018
Q4 | $220K | Buy |
+4,652
| New | +$220K | 0.2% | 41 |
|