GWA
Gratus Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
8,242
+100
| +1% | +$7.08K | 0.09% | 83 |
|
|
2025
Q1 | $583K | Sell |
8,142
-2,615
| -24% | -$187K | 0.1% | 82 |
|
|
2024
Q4 | $670K | Sell |
10,757
-1,818
| -14% | -$113K | 0.11% | 78 |
|
|
2024
Q3 | $868K | Sell |
12,575
-791
| -6% | -$54.6K | 0.14% | 68 |
|
|
2024
Q2 | $873K | Buy |
13,366
+914
| +7% | +$59.7K | 0.15% | 67 |
|
|
2024
Q1 | $734K | Buy |
12,452
+2,895
| +30% | +$171K | 0.13% | 74 |
|
|
2023
Q4 | $563K | Buy |
+9,557
| New | +$563K | 0.11% | 78 |
|