GAA
Guardian Asset Advisors’s Coca-Cola KO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Sell |
5,016
-36
| -0.7% | -$2.55K | 0.2% | 78 |
|
2025
Q1 | $362K | Sell |
5,052
-100
| -2% | -$7.16K | 0.24% | 76 |
|
2024
Q4 | $321K | Sell |
5,152
-29
| -0.6% | -$1.81K | 0.21% | 80 |
|
2024
Q3 | $372K | Sell |
5,181
-35
| -0.7% | -$2.51K | 0.25% | 73 |
|
2024
Q2 | $332K | Buy |
5,216
+94
| +2% | +$5.98K | 0.24% | 73 |
|
2024
Q1 | $313K | Buy |
5,122
+60
| +1% | +$3.67K | 0.26% | 74 |
|
2023
Q4 | $298K | Buy |
+5,062
| New | +$298K | 0.28% | 72 |
|