IWA
IVC Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
11,795
+116
| +1% | +$8.21K | 0.41% | 51 |
|
|
2025
Q1 | $836K | Buy |
11,679
+413
| +4% | +$29.6K | 0.45% | 50 |
|
|
2024
Q4 | $701K | Sell |
11,266
-1,006
| -8% | -$62.6K | 0.39% | 54 |
|
|
2024
Q3 | $882K | Sell |
12,272
-622
| -5% | -$44.7K | 0.48% | 48 |
|
|
2024
Q2 | $821K | Buy |
12,894
+251
| +2% | +$16K | 0.46% | 53 |
|
|
2024
Q1 | $773K | Buy |
12,643
+468
| +4% | +$28.6K | 0.45% | 57 |
|
|
2023
Q4 | $717K | Buy |
12,175
+831
| +7% | +$49K | 0.45% | 57 |
|
|
2023
Q3 | $635K | Buy |
11,344
+158
| +1% | +$8.85K | 0.42% | 62 |
|
|
2023
Q2 | $674K | Sell |
11,186
-439
| -4% | -$26.4K | 0.43% | 66 |
|
|
2023
Q1 | $721K | Sell |
11,625
-27
| -0.2% | -$1.68K | 0.51% | 59 |
|
|
2022
Q4 | $741K | Buy |
11,652
+160
| +1% | +$10.2K | 0.55% | 54 |
|
|
2022
Q3 | $644K | Sell |
11,492
-190
| -2% | -$10.6K | 0.52% | 56 |
|
|
2022
Q2 | $735K | Buy |
11,682
+124
| +1% | +$7.8K | 0.57% | 48 |
|
|
2022
Q1 | $717K | Buy |
11,558
+702
| +6% | +$43.5K | 0.47% | 57 |
|
|
2021
Q4 | $643K | Sell |
10,856
-400
| -4% | -$23.7K | 0.41% | 62 |
|
|
2021
Q3 | $591K | Buy |
11,256
+500
| +5% | +$26.3K | 0.41% | 67 |
|
|
2021
Q2 | $582K | Buy |
10,756
+226
| +2% | +$12.2K | 0.41% | 67 |
|
|
2021
Q1 | $555K | Buy |
10,530
+550
| +6% | +$29K | 0.44% | 66 |
|
|
2020
Q4 | $547K | Buy |
+9,980
| New | +$547K | 0.52% | 54 |
|