New Wave 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 | $249K | Buy |
3,523
+22
| +0.6% | +$1.56K | 0.11% | 112 |
|
|
2025
Q1 | $251K | Buy |
3,501
+4
| +0.1% | +$286 | 0.11% | 108 |
|
|
2024
Q4 | $218K | Sell |
3,497
-60
| -2% | -$3.74K | 0.09% | 130 |
|
|
2024
Q3 | $256K | Sell |
3,557
-726
| -17% | -$52.2K | 0.12% | 122 |
|
|
2024
Q2 | $273K | Buy |
+4,283
| New | +$273K | 0.15% | 108 |
|