Mid-American 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
23,653
-5,639
| -19% | -$399K | 0.8% | 26 |
|
|
2025
Q1 | $2.1M | Sell |
29,292
-3,756
| -11% | -$269K | 1.13% | 25 |
|
|
2024
Q4 | $2.06M | Sell |
33,048
-315
| -0.9% | -$19.6K | 1.21% | 23 |
|
|
2024
Q3 | $2.4M | Sell |
33,363
-5,409
| -14% | -$389K | 1.51% | 19 |
|
|
2024
Q2 | $2.47M | Sell |
38,772
-3,326
| -8% | -$212K | 1.58% | 18 |
|
|
2024
Q1 | $2.58M | Buy |
42,098
+424
| +1% | +$25.9K | 1.74% | 17 |
|
|
2023
Q4 | $2.46M | Sell |
41,674
-4,322
| -9% | -$255K | 1.82% | 16 |
|
|
2023
Q3 | $2.43M | Buy |
45,996
+28,792
| +167% | +$1.52M | 1.96% | 15 |
|
|
2023
Q2 | $1.03M | Buy |
+17,204
| New | +$1.03M | 0.8% | 32 |
|
|
2022
Q1 | $865K | Sell |
13,953
-695
| -5% | -$43.1K | 0.68% | 43 |
|
|
2021
Q4 | $867K | Buy |
+14,648
| New | +$867K | 0.7% | 38 |
|