NEWAS
N.E.W. Advisory Services’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
10,290
-146
| -1% | -$10.3K | 0.07% | 93 |
|
|
2025
Q1 | $747K | Buy |
10,436
+151
| +1% | +$10.8K | 0.06% | 103 |
|
|
2024
Q4 | $640K | Buy |
10,285
+175
| +2% | +$10.9K | 0.06% | 98 |
|
|
2024
Q3 | $726K | Buy |
10,110
+138
| +1% | +$9.92K | 0.07% | 89 |
|
|
2024
Q2 | $635K | Sell |
9,972
-703
| -7% | -$44.7K | 0.07% | 91 |
|
|
2024
Q1 | $653K | Sell |
10,675
-285
| -3% | -$17.4K | 0.07% | 90 |
|
|
2023
Q4 | $646K | Sell |
10,960
-188
| -2% | -$11.1K | 0.08% | 89 |
|
|
2023
Q3 | $624K | Buy |
11,148
+117
| +1% | +$6.55K | 0.09% | 84 |
|
|
2023
Q2 | $664K | Sell |
11,031
-2,901
| -21% | -$175K | 0.09% | 75 |
|
|
2023
Q1 | $864K | Buy |
13,932
+97
| +0.7% | +$6.02K | 0.13% | 62 |
|
|
2022
Q4 | $880K | Sell |
13,835
-392
| -3% | -$24.9K | 0.14% | 61 |
|
|
2022
Q3 | $797K | Sell |
14,227
-1,245
| -8% | -$69.7K | 0.14% | 60 |
|
|
2022
Q2 | $973K | Sell |
15,472
-1,649
| -10% | -$104K | 0.17% | 55 |
|
|
2022
Q1 | $906K | Buy |
17,121
+1,334
| +8% | +$70.6K | 0.17% | 59 |
|
|
2021
Q4 | $935K | Sell |
15,787
-149
| -0.9% | -$8.83K | 0.14% | 59 |
|
|
2021
Q3 | $836K | Sell |
15,936
-140
| -0.9% | -$7.34K | 0.14% | 64 |
|
|
2021
Q2 | $869K | Sell |
16,076
-1,045
| -6% | -$56.5K | 0.15% | 63 |
|
|
2021
Q1 | $904K | Sell |
17,121
-2,791
| -14% | -$147K | 0.17% | 59 |
|
|
2020
Q4 | $1.09M | Buy |
+19,912
| New | +$1.09M | 0.23% | 51 |
|