Guardian Wealth Advisors (North Carolina)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $861K | Buy |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $852K | Buy |
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|
2023
Q4 | $810K | Sell |
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|
2023
Q3 | $841K | Buy |
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|
2023
Q2 | $875K | Buy |
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|
2023
Q1 | $787K | Buy |
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|
2022
Q4 | $764K | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $278K | Buy |
|