Kiely Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$34.8K Hold
539
0.02% 134
2024
Q3
$34.2K Hold
539
0.02% 137
2024
Q2
$37K Sell
539
-35
-6% -$2.4K 0.02% 117
2024
Q1
$35.4K Buy
574
+35
+6% +$2.16K 0.02% 114
2023
Q4
$31.9K Buy
+539
New +$31.9K 0.02% 117