MWA
MFA Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
31,107
-3,300
| -10% | -$233K | 0.52% | 37 |
|
|
2025
Q1 | $2.46M | Buy |
34,407
+39
| +0.1% | +$2.79K | 0.61% | 29 |
|
|
2024
Q4 | $2.14M | Buy |
34,368
+2,906
| +9% | +$181K | 0.55% | 32 |
|
|
2024
Q3 | $2.26M | Sell |
31,462
-1,251
| -4% | -$89.9K | 0.49% | 39 |
|
|
2024
Q2 | $2.08M | Buy |
32,713
+862
| +3% | +$54.9K | 0.45% | 42 |
|
|
2024
Q1 | $1.95M | Buy |
31,851
+1,109
| +4% | +$67.8K | 0.51% | 35 |
|
|
2023
Q4 | $1.81M | Buy |
30,742
+1,782
| +6% | +$105K | 0.51% | 34 |
|
|
2023
Q3 | $1.62M | Buy |
28,960
+1,248
| +5% | +$69.9K | 0.5% | 32 |
|
|
2023
Q2 | $1.67M | Buy |
27,712
+887
| +3% | +$53.4K | 0.53% | 31 |
|
|
2023
Q1 | $1.66M | Buy |
26,825
+633
| +2% | +$39.3K | 0.55% | 28 |
|
|
2022
Q4 | $1.67M | Sell |
26,192
-1,259
| -5% | -$80.1K | 0.6% | 28 |
|
|
2022
Q3 | $1.54M | Buy |
27,451
+312
| +1% | +$17.5K | 0.57% | 29 |
|
|
2022
Q2 | $1.71M | Buy |
27,139
+400
| +1% | +$25.1K | 0.62% | 28 |
|
|
2022
Q1 | $1.65M | Buy |
+26,739
| New | +$1.65M | 0.53% | 33 |
|
|
2020
Q3 | – | Sell |
-622
| Closed | -$27.8K | – | 132 |
|
|
2020
Q2 | $27.8K | Buy |
+622
| New | +$27.8K | 0.02% | 97 |
|