GGM 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
Q1 | $589K | Buy |
8,199
+44
| +0.5% | +$3.16K | 0.33% | 65 |
|
|
2024
Q4 | $508K | Sell |
8,155
-2,734
| -25% | -$170K | 0.27% | 74 |
|
|
2024
Q3 | $788K | Buy |
10,889
+239
| +2% | +$17.3K | 0.34% | 57 |
|
|
2024
Q2 | $683K | Sell |
10,650
-15
| -0.1% | -$962 | 0.31% | 61 |
|
|
2024
Q1 | $637K | Buy |
10,665
+66
| +0.6% | +$3.94K | 0.3% | 59 |
|
|
2023
Q4 | $629K | Sell |
10,599
-285
| -3% | -$16.9K | 0.26% | 72 |
|
|
2023
Q3 | $614K | Sell |
10,884
-295
| -3% | -$16.7K | 0.27% | 71 |
|
|
2023
Q2 | $665K | Buy |
11,179
+97
| +0.9% | +$5.77K | 0.27% | 65 |
|
|
2023
Q1 | $692K | Sell |
11,082
-50
| -0.4% | -$3.12K | 0.4% | 41 |
|
|
2022
Q4 | $706K | Buy |
11,132
+56
| +0.5% | +$3.55K | 0.36% | 56 |
|
|
2022
Q3 | $652K | Buy |
11,076
+2,350
| +27% | +$138K | 0.35% | 57 |
|
|
2022
Q2 | $546K | Sell |
8,726
-2
| -0% | -$125 | 0.3% | 66 |
|
|
2022
Q1 | $567K | Buy |
8,728
+523
| +6% | +$34K | 0.28% | 71 |
|
|
2021
Q4 | $496K | Buy |
8,205
+39
| +0.5% | +$2.36K | 0.39% | 51 |
|
|
2021
Q3 | $442K | Sell |
8,166
-699
| -8% | -$37.8K | 0.35% | 53 |
|
|
2021
Q2 | $499K | Buy |
8,865
+41
| +0.5% | +$2.31K | 0.42% | 47 |
|
|
2021
Q1 | $476K | Sell |
8,824
-68
| -0.8% | -$3.67K | 0.38% | 46 |
|
|
2020
Q4 | $446K | Buy |
+8,892
| New | +$446K | 0.44% | 41 |
|