Guardian Wealth Advisors (Minnesota)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
3,285
-572
| -15% | -$40.5K | 0.14% | 66 |
|
|
2025
Q1 | $276K | Sell |
3,857
-40
| -1% | -$2.87K | 0.18% | 60 |
|
|
2024
Q4 | $243K | Sell |
3,897
-48
| -1% | -$2.99K | 0.16% | 65 |
|
|
2024
Q3 | $283K | Buy |
3,945
+7
| +0.2% | +$503 | 0.18% | 64 |
|
|
2024
Q2 | $251K | Sell |
3,938
-316
| -7% | -$20.1K | 0.16% | 67 |
|
|
2024
Q1 | $260K | Buy |
4,254
+31
| +0.7% | +$1.9K | 0.17% | 68 |
|
|
2023
Q4 | $249K | Buy |
4,223
+416
| +11% | +$24.5K | 0.17% | 64 |
|
|
2023
Q3 | $213K | Sell |
3,807
-210
| -5% | -$11.8K | 0.16% | 65 |
|
|
2023
Q2 | $242K | Sell |
4,017
-212
| -5% | -$12.8K | 0.18% | 63 |
|
|
2023
Q1 | $262K | Buy |
4,229
+315
| +8% | +$19.5K | 0.21% | 56 |
|
|
2022
Q4 | $249K | Sell |
3,914
-44
| -1% | -$2.8K | 0.22% | 56 |
|
|
2022
Q3 | $222K | Buy |
3,958
+10
| +0.3% | +$561 | 0.22% | 56 |
|
|
2022
Q2 | $248K | Sell |
3,948
-64
| -2% | -$4.02K | 0.23% | 56 |
|
|
2022
Q1 | $249K | Sell |
4,012
-177
| -4% | -$11K | 0.2% | 58 |
|
|
2021
Q4 | $248K | Buy |
4,189
+23
| +0.6% | +$1.36K | 0.2% | 57 |
|
|
2021
Q3 | $219K | Sell |
4,166
-390
| -9% | -$20.5K | 0.19% | 57 |
|
|
2021
Q2 | $247K | Sell |
4,556
-44
| -1% | -$2.39K | 0.21% | 60 |
|
|
2021
Q1 | $242K | Hold |
4,600
| – | – | 0.22% | 59 |
|
|
2020
Q4 | $252K | Buy |
+4,600
| New | +$252K | 0.25% | 59 |
|