Guardian Wealth Advisors (North Carolina)’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 | $1.24M | Buy |
17,477
+2,279
| +15% | +$161K | 0.09% | 120 |
|
|
2025
Q1 | $1.09M | Buy |
15,198
+1,376
| +10% | +$98.5K | 0.09% | 122 |
|
|
2024
Q4 | $861K | Buy |
13,822
+540
| +4% | +$33.6K | 0.07% | 143 |
|
|
2024
Q3 | $954K | Sell |
13,282
-315
| -2% | -$22.6K | 0.1% | 105 |
|
|
2024
Q2 | $865K | Sell |
13,597
-323
| -2% | -$20.6K | 0.1% | 111 |
|
|
2024
Q1 | $852K | Buy |
13,920
+183
| +1% | +$11.2K | 0.1% | 110 |
|
|
2023
Q4 | $810K | Sell |
13,737
-1,153
| -8% | -$67.9K | 0.12% | 101 |
|
|
2023
Q3 | $841K | Buy |
14,890
+463
| +3% | +$26.1K | 0.14% | 91 |
|
|
2023
Q2 | $875K | Buy |
14,427
+1,837
| +15% | +$111K | 0.15% | 82 |
|
|
2023
Q1 | $787K | Buy |
12,590
+582
| +5% | +$36.4K | 0.14% | 86 |
|
|
2022
Q4 | $764K | Buy |
12,008
+611
| +5% | +$38.9K | 0.15% | 85 |
|
|
2022
Q3 | $643K | Buy |
11,397
+70
| +0.6% | +$3.95K | 0.12% | 89 |
|
|
2022
Q2 | $718K | Buy |
11,327
+6,880
| +155% | +$436K | 0.13% | 84 |
|
|
2022
Q1 | $278K | Buy |
+4,447
| New | +$278K | 0.12% | 127 |
|