GWA
Geometric Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Buy |
11,471
+45
| +0.4% | +$3.18K | 0.12% | 30 |
|
|
2025
Q1 | $818K | Buy |
11,426
+29
| +0.3% | +$2.08K | 0.14% | 28 |
|
|
2024
Q4 | $710K | Buy |
11,397
+10
| +0.1% | +$623 | 0.13% | 30 |
|
|
2024
Q3 | $818K | Hold |
11,387
| – | – | 0.15% | 26 |
|
|
2024
Q2 | $725K | Buy |
+11,387
| New | +$725K | 0.15% | 26 |
|