HNWAG
High Net Worth Advisory Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
19,774
-2,898
| -13% | -$205K | 0.37% | 61 |
|
|
2025
Q1 | $1.62M | Sell |
22,672
-341
| -1% | -$24.4K | 0.46% | 56 |
|
|
2024
Q4 | $1.43M | Sell |
23,013
-1,963
| -8% | -$122K | 0.4% | 61 |
|
|
2024
Q3 | $1.79M | Hold |
24,976
| – | – | 0.49% | 52 |
|
|
2024
Q2 | $1.59M | Buy |
24,976
+929
| +4% | +$59.1K | 0.48% | 54 |
|
|
2024
Q1 | $1.47M | Buy |
24,047
+5,231
| +28% | +$320K | 0.46% | 53 |
|
|
2023
Q4 | $1.11M | Sell |
18,816
-626
| -3% | -$36.9K | 0.41% | 60 |
|
|
2023
Q3 | $1.09M | Sell |
19,442
-1,043
| -5% | -$58.4K | 0.44% | 59 |
|
|
2023
Q2 | $1.23M | Sell |
20,485
-3,960
| -16% | -$238K | 0.48% | 57 |
|
|
2023
Q1 | $1.52M | Buy |
24,445
+571
| +2% | +$35.4K | 0.62% | 46 |
|
|
2022
Q4 | $1.52M | Hold |
23,874
| – | – | 0.59% | 46 |
|
|
2022
Q3 | $1.34M | Hold |
23,874
| – | – | 0.57% | 48 |
|
|
2022
Q2 | $1.5M | Sell |
23,874
-2,650
| -10% | -$167K | 0.62% | 44 |
|
|
2022
Q1 | $1.64M | Sell |
26,524
-288
| -1% | -$17.9K | 0.6% | 44 |
|
|
2021
Q4 | $1.59M | Buy |
+26,812
| New | +$1.59M | 0.55% | 45 |
|