Kellett Wealth Advisors’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 | $284K | Sell |
4,021
-330
| -8% | -$23.3K | 0.19% | 54 |
|
|
2025
Q1 | $312K | Hold |
4,351
| – | – | 0.22% | 52 |
|
|
2024
Q4 | $271K | Sell |
4,351
-1,159
| -21% | -$72.2K | 0.19% | 54 |
|
|
2024
Q3 | $396K | Buy |
5,510
+9
| +0.2% | +$647 | 0.28% | 38 |
|
|
2024
Q2 | $350K | Buy |
5,501
+9
| +0.2% | +$573 | 0.28% | 38 |
|
|
2024
Q1 | $336K | Hold |
5,492
| – | – | 0.23% | 58 |
|
|
2023
Q4 | $324K | Buy |
5,492
+318
| +6% | +$18.7K | 0.24% | 53 |
|
|
2023
Q3 | $290K | Buy |
5,174
+9
| +0.2% | +$504 | 0.25% | 46 |
|
|
2023
Q2 | $311K | Buy |
5,165
+308
| +6% | +$18.5K | 0.28% | 36 |
|
|
2023
Q1 | $301K | Sell |
4,857
-103
| -2% | -$6.39K | 0.29% | 39 |
|
|
2022
Q4 | $316K | Buy |
4,960
+308
| +7% | +$19.6K | 0.31% | 38 |
|
|
2022
Q3 | $278K | Buy |
4,652
+15
| +0.3% | +$896 | 0.34% | 38 |
|
|
2022
Q2 | $292K | Buy |
4,637
+508
| +12% | +$32K | 0.38% | 40 |
|
|
2022
Q1 | $256K | Hold |
4,129
| – | – | 0.2% | 52 |
|
|
2021
Q4 | $245K | Buy |
+4,129
| New | +$245K | 0.19% | 56 |
|