Moser 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 | $35.4K | Hold |
500
| – | – | 0.02% | 112 |
|
|
2025
Q1 | $35.8K | Buy |
500
+409
| +449% | +$29.3K | 0.02% | 110 |
|
|
2024
Q4 | $5.67K | Hold |
91
| – | – | ﹤0.01% | 128 |
|
|
2024
Q3 | $6.54K | Hold |
91
| – | – | ﹤0.01% | 127 |
|
|
2024
Q2 | $5.79K | Hold |
91
| – | – | ﹤0.01% | 131 |
|
|
2024
Q1 | $5.57K | Buy |
+91
| New | +$5.57K | ﹤0.01% | 128 |
|
|
2022
Q1 | – | Sell |
-33
| Closed | -$2K | – | 140 |
|
|
2021
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 136 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 137 |
|
|
2021
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 133 |
|
|
2021
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 145 |
|