Monument Group 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 | $816K | Buy |
11,530
+720
| +7% | +$50.9K | 0.51% | 13 |
|
|
2025
Q1 | $774K | Hold |
10,810
| – | – | 0.54% | 14 |
|
|
2024
Q4 | $673K | Hold |
10,810
| – | – | 0.48% | 15 |
|
|
2024
Q3 | $777K | Sell |
10,810
-1
| -0% | -$72 | 0.47% | 14 |
|
|
2024
Q2 | $688K | Hold |
10,811
| – | – | 0.46% | 18 |
|
|
2024
Q1 | $661K | Hold |
10,811
| – | – | 0.49% | 17 |
|
|
2023
Q4 | $637K | Buy |
+10,811
| New | +$637K | 0.54% | 15 |
|