Northwest Financial 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 | $216K | Sell |
3,056
-220
| -7% | -$15.6K | 0.3% | 86 |
|
|
2025
Q1 | $235K | Sell |
3,276
-251
| -7% | -$18K | 0.19% | 104 |
|
|
2024
Q4 | $220K | Buy |
3,527
+112
| +3% | +$6.97K | 0.18% | 105 |
|
|
2024
Q3 | $245K | Buy |
3,415
+5
| +0.1% | +$359 | 0.2% | 84 |
|
|
2024
Q2 | $217K | Buy |
3,410
+4
| +0.1% | +$255 | 0.22% | 82 |
|
|
2024
Q1 | $208K | Sell |
3,406
-129
| -4% | -$7.89K | 0.23% | 84 |
|
|
2023
Q4 | $208K | Buy |
+3,535
| New | +$208K | 0.18% | 86 |
|