Guardian Wealth Management’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 | – | Sell |
-1,209
| Closed | -$86.6K | – | 140 |
|
|
2025
Q1 | $86.6K | Hold |
1,209
| – | – | 0.06% | 86 |
|
|
2024
Q4 | $75.3K | Buy |
1,209
+8
| +0.7% | +$498 | 0.05% | 102 |
|
|
2024
Q3 | $86.3K | Sell |
1,201
-70
| -6% | -$5.03K | 0.06% | 94 |
|
|
2024
Q2 | $80.9K | Buy |
1,271
+5
| +0.4% | +$318 | 0.06% | 92 |
|
|
2024
Q1 | $77.5K | Sell |
1,266
-107
| -8% | -$6.55K | 0.06% | 95 |
|
|
2023
Q4 | $80.9K | Buy |
1,373
+116
| +9% | +$6.84K | 0.07% | 92 |
|
|
2023
Q3 | $70.4K | Sell |
1,257
-81
| -6% | -$4.54K | 0.07% | 96 |
|
|
2023
Q2 | $80.6K | Buy |
1,338
+4
| +0.3% | +$241 | 0.07% | 92 |
|
|
2023
Q1 | $82.7K | Sell |
1,334
-4
| -0.3% | -$248 | 0.08% | 91 |
|
|
2022
Q4 | $85.1K | Buy |
1,338
+11
| +0.8% | +$700 | 0.08% | 95 |
|
|
2022
Q3 | $74K | Buy |
1,327
+1
| +0.1% | +$56 | 0.08% | 90 |
|
|
2022
Q2 | $83K | Buy |
1,326
+4
| +0.3% | +$250 | 0.09% | 86 |
|
|
2022
Q1 | $82K | Hold |
1,322
| – | – | 0.08% | 100 |
|
|
2021
Q4 | $78K | Buy |
+1,322
| New | +$78K | 0.08% | 96 |
|