Monograph 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 | $629K | Buy |
8,827
+73
| +0.8% | +$5.2K | 0.08% | 69 |
|
|
2025
Q1 | $631K | Sell |
8,754
-756
| -8% | -$54.5K | 0.09% | 62 |
|
|
2024
Q4 | $592K | Buy |
9,510
+756
| +9% | +$47.1K | 0.08% | 64 |
|
|
2024
Q3 | $633K | Hold |
8,754
| – | – | 0.08% | 65 |
|
|
2024
Q2 | $561K | Sell |
8,754
-3,400
| -28% | -$218K | 0.08% | 63 |
|
|
2024
Q1 | $749K | Buy |
12,154
+2,525
| +26% | +$156K | 0.11% | 73 |
|
|
2023
Q4 | $567K | Buy |
9,629
+75
| +0.8% | +$4.42K | 0.1% | 53 |
|
|
2023
Q3 | $539K | Buy |
9,554
+800
| +9% | +$45.2K | 0.11% | 65 |
|
|
2023
Q2 | $531K | Hold |
8,754
| – | – | 0.11% | 45 |
|
|
2023
Q1 | $547K | Sell |
8,754
-3,886
| -31% | -$243K | 0.13% | 41 |
|
|
2022
Q4 | $804K | Buy |
12,640
+3,889
| +44% | +$247K | 0.21% | 35 |
|
|
2022
Q3 | $494K | Hold |
8,751
| – | – | 0.16% | 40 |
|
|
2022
Q2 | $554K | Sell |
8,751
-241
| -3% | -$15.3K | 0.16% | 38 |
|
|
2022
Q1 | $561K | Buy |
+8,992
| New | +$561K | 0.14% | 48 |
|