Navis 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 | $256K | Buy |
3,616
+22
| +0.6% | +$1.56K | 0.22% | 92 |
|
|
2025
Q1 | $257K | Buy |
3,594
+146
| +4% | +$10.5K | 0.25% | 87 |
|
|
2024
Q4 | $215K | Sell |
3,448
-119
| -3% | -$7.41K | 0.23% | 89 |
|
|
2024
Q3 | $256K | Buy |
3,567
+17
| +0.5% | +$1.22K | 0.28% | 85 |
|
|
2024
Q2 | $226K | Buy |
3,550
+174
| +5% | +$11.1K | 0.26% | 89 |
|
|
2024
Q1 | $207K | Buy |
+3,376
| New | +$207K | 0.25% | 89 |
|
|
2023
Q1 | – | Sell |
-3,201
| Closed | -$204K | – | 91 |
|
|
2022
Q4 | $204K | Buy |
+3,201
| New | +$204K | 0.29% | 77 |
|
|
2022
Q2 | – | Sell |
-4,512
| Closed | -$280K | – | 103 |
|
|
2022
Q1 | $280K | Hold |
4,512
| – | – | 0.25% | 84 |
|
|
2021
Q4 | $267K | Buy |
4,512
+481
| +12% | +$28.5K | 0.22% | 91 |
|
|
2021
Q3 | $212K | Buy |
4,031
+15
| +0.4% | +$789 | 0.15% | 102 |
|
|
2021
Q2 | $217K | Buy |
4,016
+16
| +0.4% | +$865 | 0.18% | 94 |
|
|
2021
Q1 | $211K | Buy |
+4,000
| New | +$211K | 0.16% | 92 |
|