MLA
My Legacy Advisors’s Coca-Cola KO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Buy |
20,321
+197
| +1% | +$13.7K | 0.5% | 52 |
|
2025
Q1 | $1.44M | Sell |
20,124
-109
| -0.5% | -$7.81K | 0.56% | 45 |
|
2024
Q4 | $1.25M | Sell |
20,233
-486
| -2% | -$30K | 0.49% | 54 |
|
2024
Q3 | $1.49M | Sell |
20,719
-4,209
| -17% | -$302K | 0.59% | 42 |
|
2024
Q2 | $1.59M | Buy |
24,928
+184
| +0.7% | +$11.7K | 0.51% | 47 |
|
2024
Q1 | $1.51M | Sell |
24,744
-419
| -2% | -$25.6K | 0.51% | 51 |
|
2023
Q4 | $1.5M | Buy |
25,163
+4,327
| +21% | +$259K | 0.54% | 47 |
|
2023
Q3 | $1.13M | Buy |
20,836
+78
| +0.4% | +$4.24K | 0.46% | 63 |
|
2023
Q2 | $1.25M | Buy |
20,758
+605
| +3% | +$36.5K | 0.49% | 52 |
|
2023
Q1 | $1.26M | Buy |
20,153
+742
| +4% | +$46.5K | 0.54% | 55 |
|
2022
Q4 | $1.16M | Buy |
19,411
+463
| +2% | +$27.7K | 0.5% | 63 |
|
2022
Q3 | $1.04M | Sell |
18,948
-31
| -0.2% | -$1.71K | 0.53% | 53 |
|
2022
Q2 | $1.2M | Buy |
18,979
+14
| +0.1% | +$882 | 0.6% | 40 |
|
2022
Q1 | $1.18M | Buy |
+18,965
| New | +$1.18M | 0.55% | 49 |
|