Long Run 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 | $324K | Buy |
4,574
+997
| +28% | +$70.5K | 0.07% | 86 |
|
|
2025
Q1 | $256K | Buy |
3,577
+141
| +4% | +$10.1K | 0.06% | 90 |
|
|
2024
Q4 | $214K | Sell |
3,436
-170
| -5% | -$10.6K | 0.05% | 94 |
|
|
2024
Q3 | $259K | Hold |
3,606
| – | – | 0.06% | 89 |
|
|
2024
Q2 | $230K | Hold |
3,606
| – | – | 0.06% | 93 |
|
|
2024
Q1 | $221K | Buy |
3,606
+31
| +0.9% | +$1.9K | 0.06% | 90 |
|
|
2023
Q4 | $211K | Sell |
3,575
-126
| -3% | -$7.43K | 0.06% | 89 |
|
|
2023
Q3 | $207K | Buy |
3,701
+31
| +0.8% | +$1.74K | 0.07% | 81 |
|
|
2023
Q2 | $221K | Hold |
3,670
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $228K | Buy |
3,670
+200
| +6% | +$12.4K | 0.08% | 89 |
|
|
2022
Q4 | $221K | Sell |
3,470
-312
| -8% | -$19.8K | 0.08% | 91 |
|
|
2022
Q3 | $212K | Sell |
3,782
-1,372
| -27% | -$76.9K | 0.08% | 90 |
|
|
2022
Q2 | $324K | Buy |
5,154
+1,044
| +25% | +$65.6K | 0.13% | 76 |
|
|
2022
Q1 | $254K | Hold |
4,110
| – | – | 0.09% | 89 |
|
|
2021
Q4 | $244K | Buy |
+4,110
| New | +$244K | 0.08% | 94 |
|